Roots & Wings Legal? is a boutique law firm specializing in governance-driven estate structuring, business succession, and wealth preservation strategies for ultra-high-net-worth families and business owners.
Unlike traditional estate planning firms, we don’t just draft documents—we engineer the legal foundation for long-term leadership, decision-making, and family governance.
What We Do:
?? Governance-Aligned Estate Planning → Legal structures that support family governance, succession, and stewardship.
?? Business Succession & Ownership Structuring → Ensuring business continuity and leadership transitions without legal chaos.
?? Trusts, Entities & Legacy Protection → Establishing trusts, charitable structures, and legal frameworks that align with long-term family mission and values.
?? Strategic Legal Advisory → Acting as trusted legal counsel for UHNW families navigating complex ownership and succession decisions.
Who We Work With:
Families who recognize that wealth without structure is a liability.
Business owners who need legal frameworks to support governance and succession.
Entrepreneurs and investors structuring multi-generational ownership strategies.
Roots & Wings Legal? serves as the dedicated legal arm for families who understand that generational wealth is more than an inheritance—it’s a responsibility.
?? Want to discuss how your legal structures support your governance strategy? Let’s talk.
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所属行业
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律师事务所
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规模
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2-10 人
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总部
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Walnut Creek，California
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类型
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私人持股
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创立
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2023
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领域
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Governance-Aligned Estate Planning、Business Succession Planning、Trusts & Estate Structuring、Family Business & Private Entity Structuring、Legacy Protection & Wealth Stewardship、Philanthropy & Charitable Giving Strategies、Corporate Governance & Ownership Structuring、Multi-Generational Ownership Planning和Strategic Legal Advisory for UHNW Families
