Referred matters handled with your client relationship protected, not poached.
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 Case Study →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 Case Study →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 Case Study →A real estate advisor moving a professional client from one metro market to another flagged a structural gap: the client's operating LLC was California-registered, the new state's residency would drive personal tax posture, and the property purchase closing was three weeks out. We restructured the entity, aligned residency, and closed inside the window.
Read The Case Study →A financial advisor on a professional client's team noticed the client was being charged agent commissions on income streams no active agent had negotiated, a representation agreement expired eighteen months prior, and no fee acknowledgment on record. We stopped the commissions and closed the file cleanly.
Read The Case Study →A CPA managing a mid-career professional's books flagged a mismatch between how the client's income was flowing and how his estate plan was structured. No LLC. No trust. No IP schedule. Two dependents. We built the estate and the entity in a single engagement and returned the relationship.
Read The Case Study →A business manager sent us a rising client who had just started merchandising his personal brand, a filing history the client had built himself on a legal-forms website, two applications with specimens that would not survive review, and no assignment on record. We built the real portfolio and the business manager stayed in the middle.
Read The Case Study →A professional athlete parted ways with his agent after a fully negotiated deal was on the one-yard line, signed the deal with a new agency, and the prior agent's commission was suddenly in dispute. We have defended this pattern in baseball and navigated it in football, and we know how it ends if the paper is right.
Read The Case Study →A certified NBA agent with a growing roster, a patchwork of contract templates inherited from a prior firm, and three deals in flight with no dedicated legal backbone. We became the agency's outsourced legal operation.
Read The Case Study →Entity formed, income rerouted, and a referral relationship that has since sent four more clients.
Read The Case Study →These case studies are composites, drawn from the types of matters the firm handles. They do not depict any single client or engagement, and no confidential information is disclosed. Outcomes do not guarantee similar results.