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Your business built the family’s wealth. Protect what happens when ownership changes.
Roots & Wings Legal builds the legal architecture and governance operating system for business-owning families, and leads the legal execution of sales, acquisitions, successions, and ownership transitions.
Words from our clients
“How do I prepare my business and my family to sustain this success across generations?”
You’ve built something remarkable.
A thriving enterprise that carries your family’s name, values, and hard work.
Now, you want to steward your wealth and business so your impact outlives you.
Most business owners start preparing too late or when a crisis compels them to.
You’re not like most business owners. You’re already thinking ahead.
The challenge is a lot of this work happens in private. It’s confidential behind-the-scenes work that you can’t quite learn from the outside.
So, you need someone who has seen it before to help you figure things out like:
- How to prepare your kids to lead this business well
- What pitfalls, implications, and risks to mitigate proactively
- How to keep growing while building the foundation for what comes next
We guide business families to prepare for multigenerational growth. We’ll help you build the foundation for the next chapter.
Helping businesses and their owners since 2012.
BigLaw M&A
M&A and corporate practice at K&L Gates and Covington & Burling.
Law Firm Leadership
Partner at Presidio Legal.
In-House Leadership
Head of Legal for a Series E technology company recognized as a TIME100 Most Influential Company.
That experience shapes the firm's work today: leading the legal execution of M&A, partner and shareholder buyouts, ownership restructurings, succession, and the governance work that has to hold up once a transition is underway.
At Roots and Wings Legal,
clarity leads to legal execution.
We are a law firm for business-owning families. We build and implement the legal architecture and governance systems that keep family enterprises strong, and we lead the legal execution of M&A, succession, ownership transitions, and strategic transactions.
Legal services for ownership changes and complex business transitions.
We lead the legal work for M&A, internal succession, partner exits, ownership restructuring, strategic investments, and the agreements that hold closely held businesses together.
Clarify the business transition before the legal work begins.
Three working sessions to surface the real issues getting in the way of your exit — and walk away with a plan for what you want for yourself, your business, and your family. Then, see what legal and governance infrastructure it will take to support your vision.
Ongoing Enterprise Counsel
We serve as your ongoing legal partner, keeping legal structures, governance practices, advisor relationships, and family decision-making aligned as the business and family evolve. This may include owner and board governance, structured family meetings, strategic transactions, and ongoing implementation support.
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A business law firm built for ownership transitions that are also family transitions.
We understand that your goals go beyond just the deal terms. You care about the ownership structure, the leadership transition, and how decisions will impact the people involved.
We bring strategic, legal, and relational perspectives to every engagement — so your enterprise’s mission continues and your family relationships are strengthened.
This integrated model is led by your Enterprise Counsel, an ongoing legal partner who coordinates legal architecture, governance, transactions, advisors, and family decision-making across the life of the enterprise.