Global Reach

We leverage decades of top-tier experience for more than 2,000 active clients across the U.S. and in 27 countries around the world.

 Proven Solutions 

Our lawyers and strategic partners have spent decades developing and refining the most sophisticated legal solutions available today. 

 Trust & Integrity

Our attorneys achieve outstanding results by being more experienced, talented, and creative than our competitors at some of the largest firms in the world.

 Secure Answers

We take on the biggest institutions and investors in the world in order to protect our client’s assets and income.

“We bring Forbes 400 solutions to the middle market, helping entrepreneurs and business owners protect and preserve their wealth using the most sophisticated planning solutions available today.” 

Latest News  

Tax-Cuts Depend on Healthcare Reform Success

Tax-Cuts Depend on Healthcare Reform Success

Joe Garza  Comments (0)
Republicans in congress are all talking about repealing and replacing Obamacare. We hear about it almost everyday. As important as a good healthcare plan is, be it Obamacare or something else, people are more concerned...
You (probably) need a financial advisor

You (probably) need a financial advisor

Joe Garza  Comments (0)
Financial planners are not just for the wealthy CEOs driving around (or even being driven) in their shiny, black company cars. There are different levels of advisers and you have to pick one that fits...

Strategic Partners  

“Within 24 hours of meeting [Joe Garza], I was so impressed with his business model and business acumen, I introduced him to one of my favorite clients… [after he met with Joe] The first words out of his mouth… [were] that he wished he would have met Joe ten years sooner - he could have saved him a fortune.”
Cindy Gatlin

Cindy Gatlin

Merrill Lynch