Legal counsel shouldn't exist in a silo.
Portfolio Counsel advises families, founders, and closely held businesses on estate planning, business ownership, and risk management.
We look beyond individual legal documents to understand how each family owns, manages, and protects its personal and business assets. By partnering with each client and their accountants, financial advisors, and insurance professionals, we develop a coordinated legal strategy that supports their needs today and their goals for the future.
From estate planning to business ownership and risk & liability advisory, Portfolio Counsel provides integrated legal counsel designed to support the people, businesses, and legacies our clients are building.
Estate Planning
Protecting your family, organizing your assets, and planning for the future.
Portfolio Counsel creates coordinated estate plans that address asset management, incapacity, and wealth transfer. We align wills, trusts, powers of attorney, beneficiary designations, and asset ownership with each client’s personal and financial goals.
- Estate Planning
- Revocable & Irrevocable Trust Planning
- Wealth Transfer Planning
- Charitable Gifting Strategies
- Powers of Attorney & Advance Directives
- Family Governance & Legacy Planning
- Coordination with Financial Advisors, CPAs, and Other Advisors
Business & General Counsel
Strategic legal counsel for founders, entrepreneurs, investors, and closely held businesses.
Portfolio Counsel serves as a trusted legal advisor throughout the business lifecycle—from formation and governance to growth, strategic transactions, succession, and ongoing legal counsel. We provide practical, business-minded guidance designed to help owners make confident decisions while protecting long-term enterprise value.
- Outside General Counsel
- Founder & Executive Advisory
- Commercial Contracts & Strategic Transactions
- Succession & Ownership Planning
- Coordination with Accountants, Financial Advisors, and Other Professionals
Risk Management
Bringing clarity to complex ownership structures, liability exposures, and insurance programs.
Portfolio Counsel advises clients on the legal and practical coordination of significant personal assets, ownership entities, liability exposures, and insurance structures. We work alongside insurance professionals, family offices, accountants, and other advisors to help ensure that legal ownership, liability protection, and insurance coverage remain aligned as wealth grows and circumstances evolve.
- Private Client Insurance Risk Review
- Asset Ownership & Liability Review
- Insurance Structure & Coverage Coordination
- Entity & Ownership Mapping
- Risk & Liability Mapping
- Family Office Coordination
Your Legacy Deserves a Real Plan.
A free 15-minute call is all it takes to get started. No pressure, no commitment — just a conversation about what matters most to you, your family, and your business.
Or start directly with the pillar that fits your needs
Private Client Planning
For individuals, couples, families, and business owners who want to create or update wills, trusts, powers of attorney, healthcare directives, and related planning documents.
Business & General Counsel
For founders, entrepreneurs, investors, and closely held businesses seeking ongoing legal counsel on formation, governance, contracts, transactions, succession, and ownership planning.
Risk Management
For private clients, family offices, and business owners who need coordinated review of ownership structures, liability exposures, insurance programs, and entity mapping.
Nicole Koppinger
Nicole brings a multidisciplinary background in law, commercial insurance, real estate, and risk management to help clients approach planning with clarity and structure. Before founding Portfolio Counsel, Nicole practiced law at Clark Hill PLC and later advised clients in the commercial insurance and risk management space, giving her a practical understanding of how legal planning, asset ownership, liability exposure, and long-term family goals intersect.
At Portfolio Counsel, Nicole helps clients create thoughtful estate plans, coordinate trust and asset ownership decisions, and identify planning gaps before they become reactive. Her approach is strategic, organized, and relationship-driven, designed to help families, founders, and business owners make informed decisions with greater confidence.
Begin a confidential conversation.
Engagements begin with an introductory consultation to understand your family, your holdings, and the outcomes that matter most.
State Bar of Michigan P86564