Your legacy includes the work you do and how it supports your family, for many generations to come. You are not in business simply for the money, but for the impact you are leaving in the world. With our LIFT – Legal, Insurance, Financial & Tax planning process, it's our mission to make sure you make the very best legal and financial decisions for your business and life.
Our legal consulting services in the field of business foundations and management include guidance and recommendations across:
Entity structure, operating agreements, contracts, compliance, and risk mitigation.
Assessment of business insurance needs, liability coverage, and continuity protections.
Review of financial systems, payroll, bookkeeping, and financial controls.
Evaluation of business tax strategy, filings, and long-term planning alignment.
Licensing of business law methods and business foundation materials, including the proprietary LIFT assessment tools used nationwide by Personal Family Lawyers®