Here at Jill Gregory, PC, a preeminent boutique estate and business planning law firm with offices in Newport Beach and in downtown Tahoe City, California, we offer concierge services for those clients desiring a personal lawyer to advise and consult clients on a variety of both legal and non-legal matters. This may include ongoing support and guidance with their estate and succession planning as well as asset protection strategies for high net worth individuals.
Our legal concierge services packages are custom designed for each client.
Sample client concierge services may include:
VIP days (half day and full day options)
VIP Family Meeting Weekends
Multi-generational Life and Legacy Planning Sessions
Young Adult VIP Lifetime Asset Protection Trust Training
Family Member Entrepreneur Strategy Sessions
Annual Trustee/Beneficiary Strategy Session
Monthly or Quarterly Check-In Strategy Sessions with Trustees and Beneficiaries