Your wealth is more
than a number
Professionals at Wealth Counsel Law Group guide high net worth individuals, families, and closely held family-business entrepreneurs as they grow, protect, and transfer their wealth. We help protect the legacy you build, preserve the security you create, and provide lasting peace of mind for generations to come.
Protect
Structures that shield what you have built from risk of loss.
Grow
Transaction structuring and diligence that keep capital efficient.
Transfer
Plans that move wealth to the next generation without conflict.
Govern
Family and business governance that outlasts any one decision.
we are on your team
We work alongside your other advisors
We take a collaborative approach to wealth preservation by working directly with your financial and investment advisors. Together we design and implement legal strategies that complement your financial planning and investment objectives.
That coordination ensures every part of the plan — estate planning, asset protection, corporate governance, succession, and tax — works seamlessly in support of your long-term goals.
our Legal services
Designed to protect and manage your family’s wealth
01
Estate Planning
Thoughtful plans to safeguard families, minimize conflict, and preserve the family legacy.
02
Probate Administration
Guidance and representation to navigate the probate process with clarity and efficiency.
03
Fiduciary Services
Our attorneys can serve as trustee, personal representative, or guardian to make sure your estate is administered exactly as you intend.
04
Asset Protection
Proactive legal structures that shield wealth from the risk of loss.
05
Due Diligence
Investigating potential investment and business opportunities before you commit.
06
Business Succession Planning
Counsel for closely held family businesses through acquisitions, sales, and generational transitions.
07
Tax Advisory
Planning and transaction structuring to maximize tax efficiency.
08
Tax Controversy
Representation and resolution of disputes with taxing authorities.
09
Philanthropic & Charitable Planning
Private foundations, donor advised funds, and charitable trusts.
10
Generational Wealth & Governance
Family governance meetings, business continuity planning, and education for heirs on fiduciary responsibilities.
Sophisticated advice
For entrepreneurs, investors, and high net worth families
QSBS Planning (§1202 / §1045)
Qualified Small Business Stock strategy for founders and family businesses planning an exit.
1031 Exchanges & Opportunity Zones
Deferral and reinvestment structures for investors and operating owners.
International Estate Planning
Solutions for dual citizenship, cross-border families, and foreign-held assets.
Foreign Investor & Asset Structuring
Inbound structuring for UHNW families with global holdings.
Technology
Traditional legal services delivered using modern tools
We embrace the latest technologies, including artificial intelligence, to bring greater efficiency, accuracy, and value to traditional legal services. Our secure platform lets clients review, approve, and manage key documents and strategies from home or on the go with the help of a personal AI agent — making the legal process more affordable, accessible, and convenient than ever before.
Secure document review
Review and approve from any device from anywhere in the world.
AI-assisted drafting
Attorney-supervised, faster and more accurate.
Plans that stay current
Your strategy maintained as your life changes.
Personal AI assistant available 24/7
An attorney-supervised AI agent that answers questions and gets things done.
“Our mission is to be part of your team as a trusted legal advisor, protecting your interests today, supporting your plans for tomorrow, and preserving your legacy for generations to come.”
— Wealth Counsel Law Group
Accumulate, Protect and
Preserve for Generations
Start with a conversation about how we can help your team advance your wealth management goals and objectives
Schedule a consultation
Find out how we can help
Send a note and an attorney will follow up to arrange an introductory conversation. Advisors coordinating on a client’s behalf are welcome to reach out directly.