Private Wealth

Our private wealth team represents many of the world’s most prominent ultra-high net worth individuals, corporate founders, and family offices.

Ultra-High Net Worth Individuals. Our firm’s founder, Charlie Munger, believed in preparation, patience, and a lifetime of learning. We are proud to represent others like Charlie who have built significant wealth through vision, multidisciplinary thinking, and hard work. Our practice offers the full range of legal services to meet the evolving business, philanthropic, and personal needs of ultra-high net worth individuals. We tailor our services to the client’s specific goals, including investments, partnerships, specialty acquisitions, domestic contracts, personal security, executive compensation, and tax planning.

Corporate Founders. We advise founders on the full range of sensitive corporate issues they confront, emphasizing discretion, responsiveness, and harnessing the law to facilitate — rather than hinder — disruption. Our team has a long history advising founders regarding multi-class and other complex governance structures in public and private companies.

Family Offices. Each family office has its own priorities, sensitivities, and personalities. We provide customized solutions to attain the client’s specific business and philanthropic goals. Our team prides itself on seamlessly integrating with our clients’ in-house professionals and other outside advisers to assist our family office clients in legal matters involving both financial and personal concerns.

Zach Briers
Nate Sussman
Mike Selvin
Steve Levick