Our process and who we serve
Because the families we serve expect more than documents — they expect partnership, discretion, and accountability.
We do not serve everyone. We serve the families we can serve best.
We are built for:
- Families with $11M–$25M+ in assets
- Founders and investors with complex entities or liquidity events
- Clients anticipating estate tax exposure in the next 3–5 years
- Philanthropic couples seeking high-impact, tax-advantaged giving
- Those navigating blended families, generational handoffs, or asset consolidation
We lead with strategy, not templates.
You will work directly with our Chief Legal Counsel. Every engagement is custom, intentional, and deeply personal.
Our process includes:
- Discovery & Design – We map your financial, relational, and generational ecosystem to identify both gaps and growth opportunities.
- Collaboration – We coordinate with your CPA, advisor, and family office. You do not have to play middleman.
- Implementation – We design and execute structures that fit, not just legally, but personally.
- Ongoing Partnership – We stay involved through reviews, transitions, and family shifts. Because your plan should grow with you.
“Boutique” is not code for small. It is our commitment to depth, care, and discretion — the values that define enduring California families.
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