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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.
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:
We guide business families to prepare for multigenerational growth. We’ll help you build the foundation for the next chapter.
M&A and corporate practice at K&L Gates and Covington & Burling.
Partner at Presidio Legal.
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.
When the path is clear, we lead the legal work.
When it is not, we help the owners determine the path first.
Legal counsel and implementation for succession, ownership transitions, M&A, governance, buyouts, and other significant business changes.
Upstream advisory work to align owners, clarify the path forward, and work through family, ownership, and governance questions before legal implementation.
Selected examples of how Roots & Wings Legal connects family alignment, ownership strategy, governance, and legal implementation.
Family alignment, business recapitalization, a 10% gift of closely held business interests, connected family and business governance, and an intrafamily lending framework.
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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.