A confidential first step, on your terms.
Every engagement with Portfolio Counsel PLLC begins with a conversation. Choose the pathway that best fits your situation below, or schedule a free 15-minute call to talk through what you're working on.
A clear, three-step process.
1. Choose your pathway
Select the pillar that best matches your situation. Not sure? Book a 15-minute call and we'll help you find the right fit.
2. Introductory conversation
A short, confidential discussion to understand your goals, family, holdings, and how your existing advisors are involved.
3. Engagement & planning
If we're a fit, we'll outline scope, fees, and next steps in a written engagement letter before any work begins.
Choose the pathway that fits your needs.
Each pathway leads to a confidential intake or consultation with Portfolio Counsel PLLC.
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 & Liability Advisory
For private clients, family offices, and business owners who need coordinated review of ownership structures, liability exposures, insurance programs, and entity mapping.
Not sure which pathway is right?
Start with a free 15-minute call. We'll help you identify the right fit — or point you in the right direction if we're not.