When It’s Time to Think Beyond Wealth
For families who’ve done the right things—and don’t want to leave the wrong things behind.
Most of our clients already had an estate plan when they came to us.
They had lawyers.
They had CPAs.
They had wealth managers.
But they didn’t have a coordinated strategy.
They didn’t have clarity about how their wealth would actually transition.
And they definitely didn’t have peace of mind about what would happen when they were no longer there to hold it all together.
Most clients come to us not because their last plan failed—but because it succeeded… and now it’s no longer enough.
At Sky Unlimited Legal Advisory, we help successful families preserve what they’ve built, prevent avoidable conflict, and protect their values—not just their assets.
This isn’t about documents. It’s about outcomes.
What Most Estate Plans Miss
By the time most people realize their plan had a gap, it’s too late to fix it. We’ve seen:
And nearly every time, the original documents were “done by a good firm.”
That’s the difference between an estate plan and an advanced legacy strategy.
That’s what we design.
- Anticipate and adapt to tax law changes before they put your wealth at risk
- Preserve privacy and structure assets to avoid court, conflict, or exposure
- Protect family harmony through thoughtful succession and governance design
- Ensure liquidity and cash flow to support your lifestyle—now and later
- Build flexibility into irrevocable plans that will need to evolve over time
- Support purposeful giving through tax-efficient charitable structures
- Design for values, not just wealth—so inheritance becomes a gift, not a burden
- Prepare the next generation to steward, not just receive, their inheritance
Truth bomb: Most clients overestimate what their trust documents protect— and underestimate how quickly family harmony can unravel without strategic design.
Most families like yours aren’t looking for a new attorney. They’re looking for a new approach—one that’s equal parts strategic, personal, and proactive.
We’re not here to replace your CPA or financial advisor. We’re here to lead the strategy that brings everyone together—legally, structurally, emotionally.
Advisor fatigue is real.
We don’t add noise—we bring leadership and clarity to the table.
We work best with families who want:
- A clear point of legal leadership—not another service provider
- A boutique, hands-on experience—not a firm where you never meet the partner
- A legacy strategy that reflects your values—not just your net worth
- A plan that evolves with your family—not one that expires the moment you sign it
“We believe every dollar passed down without purpose creates risk. We design legal plans that protect relationships as much as they protect wealth.”
When you work with Sky Unlimited, we guide your family through a structured, private, and personal process designed to uncover risks, clarify intentions, and align every part of your plan—financial and human.
Here’s what that looks like:
1. Discovery & Design
We start with deep conversations about your assets, values, family, and goals. We stress-test what you already have and begin identifying what needs to evolve.
2. Collaboration
We coordinate directly with your CPA, investment team, and any existing advisors. You don’t have to play the go-between—we handle it.
3. Implementation
We design and implement the legal structures your plan needs: from tax-sensitive trusts to private giving vehicles to business and entity realignment.
4. Ongoing Partnership
We remain involved as your trusted legal advisor—not just for updates, but for transitions, reviews, and family alignment over time.
This is not a transactional engagement. This is a strategic relationship.
What does “boutique” mean to us? It means we serve a limited number of families each year to ensure every plan gets the depth, care, and continuity it deserves. You’ll work directly with our Chief Legal Counsel—and we’ll know your plan as well as you do.