Scope.
Private-client engagements are conducted with the discretion the work requires. The firm advises international families, principals, and family offices on coordinated strategy across California litigation, advisory, and adjacent professional relationships — tax, immigration, succession, and operating-business counsel — without itself crossing into those specialties.
Engagements typically begin with a confidential strategic conversation, proceed to a defined scope and engagement letter, and are conducted under a single point of partner contact. Matter-specific representations may be referred to specialist counsel where appropriate, with the firm continuing as coordinating counsel.
Representative Engagements.
- Coordinating counsel to an international family in connection with multi-jurisdictional litigation reaching California assets.
- Strategic advisory to a family principal in connection with a privately held operating-business dispute.
- Confidential engagement involving multi-counsel coordination across California and offshore jurisdictions.
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How engagements proceed.
Engagements begin with a confidential intake conducted personally by the principal. A brief written matter summary follows. Where the firm proceeds, the engagement letter sets a defined initial scope — typically through pleadings or early discovery — with milestones at which fee and strategy are jointly reassessed.
The firm communicates by direct phone and email. Document exchange is conducted through encrypted channels. Inquiries receive a substantive response within one business day.
Fee arrangements.
The firm offers hourly representation with monthly caps, fixed-fee engagements for defined matter phases, and hybrid contingent structures where appropriate. The firm does not engage on contingency alone in defense matters.