Newport Beach · Estate & Business Planning

You built it.We protect it.You win.

Book a consultationSee what we do

Trusted legal guidance for high net worth individuals and families, protecting wealth, businesses, and legacies across generations.

Our practice areas

Estate Planning

Protect everything
you built.

Coastal residence in Newport Beach

Wealth Transfer

Generations,
connected.

Family walking together beside the coast

Business Planning

Room to
keep winning.

Family business leaders planning together

Other expert practice areas

Trust AdministrationRevocable Living TrustsIrrevocable TrustsProbate AdministrationAsset ProtectionReal Property Tax IssuesCharitable TransfersLife Insurance Ownership

Your legacy has challenges.
Taxes. Courts. Change.
We don't wait.

Sharp minds.
Real people.

Wayne J. CaseyWayne J. CaseyJeff G. CarchidiJeff G. CarchidiNicole C. MirandaNicole C. MirandaPamela P. KuramarohitPamela P. KuramarohitLisa L. MayolLisa L. MayolRuby A. NeagRuby A. Neag

Ask us anything.

0+Families served
$0B+In assets protected
0+Years of experience

Your move.

One conversation. A plan built to win.

Start the conversationor call (949) 640-5200