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A law firm dedicated to legacy
Comprehensive legal support for complex circumstances
We counsel individuals with significant wealth who require family office support and concierge services. Such clients’ business affairs, multigenerational wealth, and family complexities merit more comprehensive planning and tailored counsel.
Menu of Services
Concierge services are tailored to the unique circumstances of the client. As part of these services, DeLoach, P.L.:
- Sets recurring meetings;
- Maintains active estate planning documents;
- Initiates updates to the estate plan based on circumstance and law changes;
- Maintains financial statement;
- Evaluates prior gifting and unused lifetime exemption; and
- Provides estate tax estimates.
For a more complete list of concierge services click here
A different approach to billing
As part of our concierge services, DeLoach, P.L. bills on a retainer basis to create predictability and payment ease. This also encourages communication often inhibited by the hourly billing model.
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