Protecting and Preserving Wealth for Families and Business Owners
Asset protection, estate planning, and tax strategy from an attorney with an LL.M. in Taxation, backed by an integrated legal, tax, and accounting team.
Your Future is Our Business
Our Services
Asset Protection
When you first bought investment property or started a business, you may not have thought about shielding your personal assets. As your wealth grows, so does your exposure. We structure your holdings using entities, trusts, and ownership strategies to separate personal and business risk, reduce vulnerability to creditors and lawsuits, and keep your plan compliant with California law.
Ideal for: real estate investors, business owners, professionals in high-liability fields.
Estate Planning & Wealth Transfer
An estate plan should do more than name beneficiaries. We design trusts and transfer strategies that minimize estate and income taxes, avoid probate, protect heirs from their own creditors or life changes, and keep family businesses and property portfolios intact across generations. Already have a plan? We review and update existing plans to reflect current law and your current assets.
Tax Planning
Led by an attorney with an LL.M. in Taxation who is admitted to the US Tax Court, we advise individuals, businesses, and tax-exempt organizations, including international entities subject to tax in multiple countries. We plan proactively to reduce tax exposure.
Business Formation & Transactions
The right entity structure affects your taxes, your liability, and your ability to grow or sell. We help you choose and form the right structure, then support you through contracts, purchase agreements, mergers, and divisional sales, with ongoing guidance to keep you compliant with state and federal requirements.
Family Office Services
For families with significant or complex wealth, we coordinate the legal, tax, and accounting pieces that are usually handled by separate advisors. Through our in-house team and our affiliate, California Tax Professionals, LLC, we provide [entity management, tax preparation and planning, bookkeeping, and ongoing estate plan maintenance], so your strategy stays aligned as your wealth and family change.
Trust Administration & Probate
When a loved one passes, we guide executors, trustees, and beneficiaries through trust administration and court-supervised probate, including estate tax returns, with clear communication at every step.
“Brian did a remarkable job collecting the required documentation to get my trust/will developed prior to my deployment in support of an armed service mobilization.”
– Ashley
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