Concierge Legal Services

We enjoy serving select wealthy clientele with services that only certain attorneys are able to provide.  We proudly serve as general council for a handful of wealthy Floridian families in Tampa as well as Boca Raton and Fort Lauderdale, with various residential and commercial property holdings, as well as multiple unrelated business ventures and other capital holdings.

We can offer financial, real estate, estate planning and business advice, have specialists in each field, and have access to a wide variety of litigators as well as specialists in other fields (such as family law, immigration, criminal law, tax law, etc.) for any situation.

Discretion is always paramount, and special accommodations can be made on a moments notice.  See the difference when you hire a concierge attorney who truly understands the concept.

SUDDEN WEALTH ACCUMULATION

Although rare, “sudden wealth accumulation” clients – clients who have either won the lottery, interherited a large fortune or have been the recipient of a large settlement often realize that their sudden wealth also brings certain challenges:

WHAT TO DO IF YOU HAVE WON THE LOTTERY

Congratulations!  If you are one of the lucky people in this world who have matched all numbers, welcome to the club!  But wait!  Just because you are holding the winning ticket DOES NOT mean you are in the clear.  Read below for the next steps you should take:

  1. Sign the ticket – this will ensure if the ticket is lost, no one else can claim it.

  2. Keep it in a safe place – until the ticket is presented to the lottery officials in Tallahassee, make sure to guard the ticket with your life! Keep it in a safe or other secure location.

  3. DON’T TELL ANYONE! – We cannot state this enough – keep calm, stay cool, and give me a call.  We can decide how, when and if you should tell your friends/relatives.

  4. Make sure you surround yourself with a good team – Managing wealth can be a full-time job.  Managing over $100+ million is the full time job of an entire team.  Make sure to have the right attorney(s), accountants, and financial planners in your corner.  We have access to professionals in every category, and can assist you in forming your team.

  5. CALL ME ON MY CELL – 727-255-1114

With a dual bachelors degree in Management and Finance, a law degree with 12 years experience as an attorney, and over 20 years experience in both residential as well as large-scale commercial real estate, I come equipped with a unique skill-set that is perfectly matched for your specific situation.  My main office is in Tampa but I will travel anywhere my clients are located. First class service, attention to detail and a true caring nature about my clients is what makes me the best candidate for the unique position you are trying to fill.