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  

Major Tax Changes of 2014

Major Tax Changes of 2014

by Joe Garza  Comments (0)
With 2014 winding down, businesses and individuals are shifting their thoughts and efforts from operational efforts to taxes. This past year has seen the implementation of some significant changes in the tax code. This shift...
Are Education Tax Credits Making College More Affordable?

Are Education Tax Credits Making College More Affordable?

by Joe Garza  Comments (0)
The income gap between college graduates and individuals without a college education has never been wider. According to one estimate, A college educated person stands to earn $570,000 more throughout their lifetime than an individual with only...

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 – Merrill Lynch

Cindy Gatlin

Merrill Lynch