About Us
We protect treasures for good, because life is more than wealth!
Since 1975, our attorneys have brought order to the complexities of business with integrated tax and legal solutions for companies, organizations, families, and individuals throughout California and beyond.
Our Irvine and San Diego offices offer caring service, deep expertise, innovative solutions, and a dedicated, professional, well-respected staff. We serve the individual needs of our clients, staff, and professional advisors by investing in education and long-term relationships based on loyalty and integrity.
Our mission
- Serve families, businesses, entrepreneurs, investors, philanthropists, and charitable organizations through our unified approach to business and personal planning.
- Provide exceptional, integrated legal services in:
Tax Planning
Tax, Trusts, & Estates Planning
Ultra-High Net-Worth Planning
Trust & Estate Administration
Charitable Sector
Business Planning
Mergers & Acquisitions
Business Succession Planning
Real Estate
- Proactively serve clients, staff, and professional advisors by investing in technology, education, and long-term relationships.
attorney recognition
Core Values
Built on a solid foundation of high standards and shared commitment to your goals.
Exceptional Service
Relationship Driven
Deep Experience
Innovation
Collaboration
Education
Integrity
Peer Reviews
Legal Knowledge
4.9/5.0
Communication
4.9/5.0
Judgment
4.9/5.0
Legal Experience
4.9/5.0
Analytical Capability
4.9/5.0
