Asset And Wealth Management
Asset and personal wealth management can incorporate several different concepts. With over 25 years of experience as a business law attorney, I help clients in Columbus and throughout Ohio with a variety of asset management structures.
In my wealth management practice, we serve individuals, couples, families, and the elderly by providing comprehensive estate planning services. I also regularly provide representation for a variety of diverse real estate transactions. With significant experience conducting internal investigations and managing external investigations, I can provide the guidance and management needed when investigations require professional oversight to safeguard assets and protect against unforeseen asset liability.
Estate Planning And Asset Protection Services
My firm offers comprehensive estate planning services, including drafting and creating:
- Wills, powers of attorney, and trusts
- Protective structures for generational wealth
- Business succession vehicles
- Tax avoidance structures
Comprehensive estate planning should include consideration of asset and wealth management options that utilize corporate structure alternatives to probate. Families, beneficiaries, and heirs can maintain control of their family assets by employing these creative alternative structures that I offer to my clients.
Representation For Real Estate Transactions
My clients’ portfolios often include extensive real estate holdings. As a business law attorney, I also offer commercial and residential real estate services, including:
- Drafting and reviewing commercial leases
- Buyer and seller representation
- Realtor and broker representation
- Leasing and subleasing legal guidance
- Real estate management services
- Assistance with easements and conveyances
- Joint venture agreements
Legal Representation During Investigations
In my decades of representing both individual and corporate clients in a wide range of investment, business, and asset management scenarios, occasionally, a client comes under scrutiny for an internal or external investigation. I represent clients who are facing the following:
- IRS and Ohio Department of Taxation audits
- Ohio Department of Commerce investigations
- Ohio Attorney General investigations
- FBI and U.S. Department of Justice investigations
- U.S. Attorney’s Office investigations
- Consumer Financial Protection Bureau investigations
Regulatory and compliance is an essential aspect of maintaining a healthy business, but when an individual or corporation finds themselves under any sort of investigation, I can provide steady guidance and comprehensive protection to achieve successful outcomes.
Schedule An Assessment With A Personal Wealth Management Attorney
I offer prospective personal wealth management clients a free initial consultation. This gives me a chance to assess your situation and tell you more about how I can help you achieve your legal goals. To schedule your free appointment, you can contact me through my website or by calling my office at 614-694-0055.