Estate planning and business law solutions designed to provide clarity, protection, and peace of mind — for the people and the ventures you've spent a lifetime building.
Family and business are rarely separate matters — we counsel on both, so your plans work together instead of against each other.
Wills, trusts, powers of attorney, and asset protection — a plan that reflects your wishes and protects the people you love.
Learn more →Formation, succession planning, and contracts — the legal foundation your business needs to grow with confidence.
Learn more →Sound counsel for residential and commercial real estate transactions, from contract to closing.
Learn more →No templates. Every plan is built around your family, your assets, and what matters most to you.
Legal concepts explained in plain language, so you understand every decision before you make it.
Your questions deserve timely answers. We keep you informed at every stage of the process.
Plans evolve as life does. We're here for the updates and milestones that come after the first draft.
Advising clients with cross-border assets, family members abroad, and international business interests.
Business succession planning bridges both practices — so your company and your family plan are aligned.
We're just getting started on Google — check back here soon to see what clients are saying about working with Coastal Family Offices.
If you own a business, your estate plan and your business plan need to say the same thing. We help you decide who takes over, how ownership transfers, and how to protect your family and your company at the same time.
Explore Succession Planning"A business without a succession plan is an estate plan with a gap in it."
Steven Scholz, Esq. — Coastal Family OfficesWe start by listening — to your family situation, your business, and what you're trying to protect.
We recommend a plan built for your circumstances, not a one-size-fits-all package.
We draft the documents, walk through them with you in plain language, and refine until they're right.
Life changes. We're here to update your plan as your family and business grow.
Schedule a consultation to talk through your family and business goals — no obligation, just a conversation.