What We Handle
The Work, In Plain Terms.
The Legal Quarterback Model
Your client keeps you. We coordinate the legal work with your planning, and we copy you on what matters.
Second Reads for Your Clients
A flat-fee legal review of the deal on your client’s desk, delivered fast enough to keep the deal alive.
Entity Formation at Scale
Per-entity flat fees for the LLCs and loan-outs your practice needs, with turnkey maintenance.
Template Libraries
Representation agreements, NIL term sheets, and engagement letters your team can reuse, built once and built right.
Referral Partnership
A clean referral relationship with clear scope. Your client relationship stays yours.
Advisor Education
Lunch-and-learns and briefings on NIL, agent regulations, and the rules that touch your book of business.
Flat Fees for Most Matters.
You know the cost before the work begins. Most matters carry a flat fee and a firm turnaround. Where a matter cannot be flat-rated, like litigation, we scope the budget with you upfront. Hourly is the rare exception, never the default.
Case Studies
How It Plays Out.
One Advisor. Twelve Athletes. Twelve Structures.
A wealth management RIA with twelve professional-athlete clients found each of them on a different entity and estate structure, none of them clean, and a compliance review coming up that would ask her to explain why. We ran a coordinated engagement across all twelve without breaking the advisor's relationship with any of them.
Read the Study →The Policy Was Right. The Structure Underneath Was Not.
An insurance broker placing a career-loss disability policy on a professional client flagged a structural gap in how the client's income was documented, an underwriter asking questions the client's paper could not answer, and a policy that would not bind without a clean structure. We rebuilt the paper and the policy bound.
Read the Study →The Sports Piece. Handled. The Family Law Stayed With Her.
A family law attorney representing a professional's spouse asked us to co-counsel on the sports-and-entertainment pieces the family lawyer did not run: image rights, brand deals, deferred compensation, and a licensing entity structure that most divorce filings never touch. We ran the sports piece. The family lawyer stayed in her seat.
Read the Study →