Frequently Asked Questions?
General Questions
We go beyond traditional estate and business planning by focusing on holistic legacy planning—integrating wealth, family governance, philanthropy, and business succession into a long-term strategy. Our approach prevents common failures like family disputes, tax inefficiencies, and business transitions that fall apart due to poor planning.
We work proactively, ensuring that your assets, business interests, and long-term vision are protected before issues arise. Unlike most firms, we provide structured guidance and ongoing support, so you don’t have to navigate complex decisions alone.
We work best with:
✅ Business owners planning for succession, exit, or asset protection.
✅ Entrepreneurs & investors seeking legal strategies to grow and protect their wealth.
✅ Families & individuals who want multi-generational estate planning that prevents disputes.
✅ High-net-worth individuals who need sophisticated tax, legacy, and business planning.
✅ Those looking to integrate philanthropy & impact planning into their legacy.
If you are looking for transactional, one-time legal documents, we are likely not the right fit. Our process is high-touch, long-term, and strategic.
Legacy Engineering™ is our comprehensive process for aligning your wealth with your values, addressing potential family challenges, and creating a strategic plan for generational impact.
Legacy and estate planning isn’t just about preparing for the end of life—it’s about creating a legacy that evolves with you. The right time to start is now, no matter where you are in life.
Our Legacy Engineering™ process is designed to grow with you, ensuring your plan adapts as your family, wealth, and goals evolve over time. Whether you’re just starting to build wealth, growing your business, or preparing for retirement, our approach ensures your legacy aligns with your values at every stage.
Getting Started
We start with a 20-minute Strategy Session to understand your needs and determine if we’re the right fit. If so, we’ll outline the best approach for your business, estate, or wealth planning goals.
If we decide to move forward together, we provide an engagement letter outlining the scope of work, pricing, and next steps. From there, we begin a structured, high-touch planning process tailored to your needs.
Our services are flat-fee and tailored to your complexity and objectives.
- Foundational estate planning services start at $3,000.
- Charitable estate planning services start at $15,000.
- Advanced asset protection planning & tax optimization planning varies depending on complexity.
- Business succession & strategic growth planning varies depending on complexity.
- Comprehensive family legacy vision and blueprint services starts at $7,500.
- Family meeting, heir preparation workshop and vision retreat services varies depending on scope.
We provide full pricing transparency before any engagement, so you can make an informed decision.
Family Dynamics
Many of our clients have blended families, business partners, or heirs with differing financial values. We provide:
✅ Facilitated family legacy meetings to prevent conflicts.
✅ Heir preparation workshops and retreats for responsible wealth transfer.
✅ Clear legal structures to avoid disputes & ensure a smooth transition.
Without proper planning, family wealth often leads to family conflict. Our process ensures your legacy is a source of unity, not division.
We offer guided family meetings, workshops, and retreats through our Legacy Studio™ to help families define shared values, create governance structures, and strengthen relationships across generations.
Our process is designed to proactively address potential areas of conflict before they arise. Through family meetings, workshops, and retreats, we create opportunities for open communication and foster understanding among family members.
These engagements help prepare heirs for their roles, ensure alignment on your legacy goals, and build stronger family relationships, reducing the likelihood of misunderstandings or disputes in the future.
Philanthropy and Impact
We align philanthropy with your wealth strategy, ensuring tax efficiency while creating meaningful impact. Common strategies include:
✅ Charitable Remainder Trusts (CRT) – Provides income while supporting causes.
✅ Charitable Lead Trusts (CLT) – Directs income to charities while preserving wealth for heirs.
✅ Donor-Advised Funds (DAFs) & Private Foundations – Long-term philanthropy with tax benefits.
Your legacy isn’t just about wealth—it’s about impact. We help you structure it intentionally and efficiently.
Business Owners & Entrepreneurs
Your business is one of your most valuable assets—but without clear succession planning, tax efficiency, and legal protections, your hard work may not benefit the next generation.
We ensure your business is seamlessly integrated into your wealth and estate planning strategy, so your family and heirs retain control and value without unnecessary legal complications.
We use customized legal and financial structures to ensure a smooth, tax-efficient transfer of your business:
✅ Buy-Sell Agreements – Ensures a smooth transfer of ownership to the right party.
✅ Trust-Based Business Ownership – Protects assets from litigation & taxes.
✅ ESOPs (Employee Stock Ownership Plans) – Great for owner liquidity & employee retention.
✅ Family Limited Partnerships (FLPs) – A powerful tool for reducing estate taxes while maintaining family control.
Each strategy is customized to your business, industry, and long-term objectives.
We implement advanced asset protection strategies to shield your business and personal wealth:
✅ Holding company structures – Separates liability between different assets.
✅ Asset protection trusts – Keeps wealth out of reach from creditors.
✅ Ironclad operating agreements – Prevents internal disputes from damaging your business.
Most business owners wait too long to implement these protections—by the time a lawsuit or issue arises, it may be too late. We proactively structure your business to ensure long-term security.
🚨 Without planning, most businesses fail during succession or sale. The biggest threats include:
❌ Lack of a succession plan—Without one, your business could end up in probate.
❌ Internal disputes among family or partners—Unclear ownership transfers lead to litigation.
❌ Overpaying taxes on an exit—Without strategic planning, capital gains & estate taxes could eat up your wealth.
❌ Failure to structure assets for liability protection—A lawsuit or creditor claim can destroy decades of work.
🚀 We provide structured exit planning for business owners looking to sell their company, transition to employees, or liquidate efficiently. Our process includes:
✅ Exit Readiness Assessment – A deep dive into your current legal, financial, tax, and operational processes alongside your advisors.
✅ Pre-Exit Value Creation Strategy – Collaborating with your advisors to identify growth, risk mitigation, and optimization opportunities to maximize your business’s marketability and value before an exit.
✅ Deal Structuring & Negotiation – Strategize with your advisors on deal structure and negotiations to ensure favorable terms, mitigate risks, and align the transaction with your long-term goals.
✅ Pre-Transition General Counsel Services – Providing legal oversight to prepare your business for a smooth transition by optimizing entity structure, contracts, and compliance measures.
✅ Post-Sale Wealth Structuring – Protecting your proceeds through estate planning and tax mitigation strategies to ensure long-term security and legacy preservation.
If you’re considering selling your business in the next 3-5 years, now is the time to start planning to maximize value, minimize risk, and ensure a seamless transition.
Ongoing Support
Asset alignment ensures your wealth, real estate, and business interests are legally structured to avoid probate, lawsuits, and unnecessary taxation. This is a continuous process, not a one-time fix.
Many estate plans fail because assets aren’t properly titled—our ongoing advisory services ensure your strategy stays current and effective.
Through our Legacy Concierge™ services, we provide:
✅ Annual reviews & updates – Ensuring your plan remains optimized.
✅ Ongoing business succession planning – Adjusting for growth & new opportunities.
✅ Coordination with financial & tax advisors – Aligning your legal strategy with investment and tax planning.
✅ Family governance & wealth education – Preparing heirs for responsible stewardship.
Estate & business planning isn’t a one-time event—it’s an evolving strategy. We remain your long-term legal partner to ensure your vision is protected across generations.