Subscription Based Pricing
Protecting your Business & Family

Our basic concierge tier. Sample Clients:

• Margaret and Jack have been married for thirty years, and each spouse worries what will happen if they are the first to die. Margaret, a math professor, has always handled the finances, and Jack, a physician, has always handled the family’s medical decisions. Our firm develops a lasting relationship with Margaret and Jack, even meeting with their three grown children. When Margaret is diagnosed with dementia, our firm is there to support Jack, ensuring the couple’s plans are executed correctly. The family has the comfort of knowing Margaret and Jack’s hard-earned money will not be squandered or lost to the court system, taxes, or bad actors in their final years.
• Andrea and Tom recently moved to the Chicago area, and want to establish a lasting relationship with a legal team. They have guaranteed access to an attorney during life’s emergencies. They want to ensure their minor children are provided for in the event of a family tragedy–with appropriate consideration for guardianship, medical needs, and custom-tailored trusts that provide for their financial needs. They receive annual estate planning amendments and updates to account for changes in federal law, Illinois law, and their family circumstances. Our firm loops in their financial advisor to ensure their legal plans are harmonized with their financial plan.
• Genevieve has dogs, is an avid pickleball player, and is active in her senior community. Having no children or other immediate family in the area, she wants an ongoing relationship with her legal team. Our staff proactively checks in on her, making sure she is comfortable with her plan. Per her direction, her appointed executor, successor trustee, and agents are in the loop on what will be expected of them when their services are needed. Because of our years-long ongoing relationship, there is a smooth transition when Genevieve is no longer able to handle affairs, with even her pet care needs having been thought through ahead of time.

Family Office-Style Services. Sample Clients:

• Carolyn and Jesse have taxable estates (over $4 million in Illinois), and may be inheriting funds from parents in the future. They are concerned about long-term planning, including supporting causes important to them like women’s rights, in a tax-efficient manner. Our firm updates them on changes in the legislative landscape, and helps them both protect their family and support causes important to them. They have white-glove access to our legal team to accomplish their goals.
• The Abdul family owns a multi-generational accounting firm, and is concerned with keeping the firm in the family. Two of their children are in line to run the business, while the other child is now in medical school. They wish to treat their children equally, in spite of the participation of just two of the children in the business. Even though most of the family’s assets are tied up in the firm, we are able to craft creative ongoing solutions to meet the family’s goals.
• Mary was recently widowed. Her spouse Harold left behind a $2 million inheritance to her, in addition to her $3 million in assets. Our firm assists not only with the processing of an estate tax return to claim Harold’s unused estate tax exemption, but also in counseling Mary on the use of disclaimers to avoid creating a taxable estate for herself. By proactively meeting routinely with her team of advisors, we ensure her family is spared the burden of a complex and expensive estate administration after she passes. Most importantly, her children are cared for and secure in their future.

Sample Clients:

• Chloe is leaving her job at a large marketing firm to start a solo career as a graphic designer. She needs guidance in choosing the appropriate corporate entity, protecting herself from liability, and help with basic contracts. The firm handles Secretary of State filings, FinCEN registration,  and the procurement of a tax identification number at no additional cost to Chloe. She has ongoing access to our legal staff, and we proactively inform her of changes in the law.
• Ajay starts a solo short-term rental business, and needs similar services to Chloe. Additionally, he calls for occasional reviews of insurance policies, and assistance with ensuring his real estate is properly titled in order to shield him from personal liability.
• Avery leaves a corporate management job to begin consulting work. Our office provides services similar to those provided to Chloe and Ajay. The firm prepares a sole-member LLC and proactively notifies Avery in changes to the law that affect the business. Additionally, the firm prepares and updates Avery’s standard contracts.

Sample Clients:

• Jennifer owns a growing medical practice with two (soon-to-be three) locations. She employs several doctors, nurses, and support staff, and needs assistance handling labor law questions, and questions regarding compliance with the Illinois Department of Financial and Professional Regulation. Additionally, she needs assistance coordinating her business interests with her personal estate plan.
• The Hernandez family has owned a specialized manufacturing facility since 1960. The founders gave control to their daughter Maria and her husband Juan in 2000 Maria and Juan plan to soon transition the business to their children, the third generation in the family to run the business. The firm provides ongoing assistance throughout the years, to ensure no loss of continuity or unnecessary tax liability on the transition of the business. By representing multiple family members, the firm is able to gain a complete picture of the family’s needs. Over the years, the firm assists the family with several asset protection mechanisms, shielding them from liability in the event of a catastrophic lawsuit against the company.
• Sam and Emily have grown a small managed IT company to a point where they are thinking about selling within the next five years. The law firm provides proactive guidance to them, assisting in minimizing liability, responding to unexpected events, and in preparing their entity for sale. Sam and Emily have bi-annual check-ins with the corporate law staff at the firm, who provide detailed recommendations about ways to improve the potential value of the company, based on years of experience in handling corporate transactions. When the eventual sale event occurs, the firm handles all transaction work, from letter of intent, through due diligence, and closing.