Your business is the source of your family’s wealth, which is why you want to make sure it’s in the best condition it can be.

For many small business owners in California, their personal wealth is directly tied to their business. They may also have real estate holdings or other unique investments that they would like to consolidate and keep in the family for generations. There is also the concern of the threat of creditors reaching their personal assets if a claim arises within their business.

Although these issues are important, sometimes you get so caught up in the day-to-day operation of your business that is difficult to see the big picture. Making things even more complicated for business owners is coordinating the legal, financial, and tax aspects of owning a business. It is easy to see how it could quickly get overwhelming for business owners. Having a trusted business lawyer there to assist in navigating the maze of business ownership is valuable.



The focus of our law firm is making sure that your business is integrated with your overall estate plan, so that you and your family are poised for stability, growth, and success. We take an integrated approach and consider how the legal, financial, and tax aspects of your business interact and work together.

To help our clients meet their goals, we help in forming business entities including corporations and limited liability companies. We also draft operating agreements, buy out agreements, contracts, and other general business documents. We can also dissolve entities when they are no longer needed. With a little planning, we help our clients reduce taxes, enhance asset protection, and ultimately impact the bottom line.

We are available for a consultation with you to discuss any of your business needs. Simply contact us to schedule a consultation.

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