Our goal is to help families and businesses leave a thriving legacy that is supported by their shared vision, values, and talents.

Trusted Advisors

Our dedicated professional team works closely with our clients to effectively protect their wealth and keep success and sustainability at the core of every decision.

creative solutions

We identify and discover visionary solutions and planning tools to enable our clients to win at the "game" of Wealth Preservation and Preventative Law.

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Highly experienced

Our firm has been linked to our client's success for over fifty years by facilitating innovation, precise planning, and careful detailed crafting.

Our attorneys are skilled in advising business entities in the structuring of their business activities for the purpose of reducing potential liabilities, insulating business assets from such liabilities, and minimizing taxation. GMLL is a full service law firm offering business clients diverse attorney experience in business formation, succession planning, buy-sell agreements, contracting and procurement, employment and regulatory compliance. Our firm understands the unique challenges that private and family owned businesses encounter. We support our clients by implementing their goals, protecting their interests, and promoting certain business opportunities.

 

Business planning Services:

  • Business Entity Structuring, Maintenance and Strategic and Succession Planning
  • Employment Agreements
  • Buy-Sell Agreements and Funding
  • Mergers and Acquisitions
  • Forensic Analysis and Update Corporate and Business Records
  • Facilitate Corporate Finance Transactions
  • Statutory Agent services
  • Business Loan Structuring and Tracking
  • Review and analysis of Business Contracts and Agreements
  • Creation of Qualified Escrow Trusts and Business Trusts
  • Multi and Single Family Offices, Specialized Representation Model
  • Confidentially Plan
  • Quarterback and General Counsel Service
  • Crisis Management
  • Production of Financial Statements
  • Management Reports and Cash Flow Analysis
  • Board Governance and Structuring
  • Corporate Finance and Deal Structuring
  • Employee Stock Ownership Planning

Our attorneys have earned a reputation for experience, expertise and creativity in the development of sophisticated estate and financial plans designed to maximize asset protection and minimize taxes.  Through the use of wills, trusts and various business entities, we have delivered successful business succession planning, estate tax minimization, and efficient probate-free wealth distribution between generations. 

 

Estate Planning Services:

  • Probate and Estate Administration
  • Legacy Trusts
  •  Charitable Lead Annuity Trusts
  • Grantor Retained Annuity Trusts
  • Dynasty Analysis of Current Estate Plan
  • Estate Document Drafting
  • Estate and Gift Tax Return Preparation
  • Charitable Giving and Administration
  • Annual Gifting Execution
  •  Annual Gifting Tracking and Administration
  • Legacy Management
  • Pre-Nuptial Agreements
  • Post-Nuptials Agreements
  • Divorce Filling and Execution
  • Creation of Child Advocacy Plans
  • Creation of Pet Advocacy Plans

Asset protection is defined as the safeguarding of wealth and assets from attack by future, unsecured creditors.  Through the use of trusts, limited partnerships, limited liability companies, and corporations, GMLL has designed and implemented asset protection plans that protect our clients’ assets from aggressive litigants, predatory creditors, and excessive taxation. Ten asset protection plans for high profile clients have been thoroughly tested and have upheld according to the carefully crafted and designed asset protection plan.

 

Asset Protection Services:

  • Asset Protection Structuring and Strategies
  • Family Limited Partnership Planning
  • Health Insurance
  • Life Insurance Review and Analysis

 

  • Proprietary Blueprint, Dynasty Analysis and Quantitating
  • Global Business and Estate Development
  • Liability Insurance Coordination and Analysis
  • Training of Defendants for Discovery and Creditor Probing.
  • Representation of Plaintiff Creditors for Asset Search
  • Confidentiality Plans
  • Ultimate Freeze

Whether you need better financial information, are seeking to purchase real estate, address health care needs, transfer the family business to the next generation, starting a new family plan, or planning to retire, our experienced Wealth Advisors work closely with our clients to create a comprehensive wealth plan to help achieve their goals and protect their interests. 

 

Financial Planning Services:

  • Cash flow Analysis
  • Business and Asset Valuations
  • Professional Business Plan
  • Lifestyle Security Analysis
  • Family budgeting
  • Detailed Expense Reporting
  • Real Estate Acquisitions and Analysis

 

  • Lease Negotiations
  • Optimizing IRA/Retirement Plan Annual Contributions
  • Acquisition Mortgage Coordination
  • Refinance Assessment
  • Financial Statement Review and Analysis
  • Short Term Borrowing Solutions

 

  • Coordination of Complex Asset Donations
  • Document Storage
  • Consolidated Performance Review
  • Family Wealth Report
  • Consolidated Account Aggregation
  • Bill Paying Services
  • Accounting and Reporting Services
  • Referrals to Professionals

Since we understand the importance of professional integration, we have selected the foremost strategic investment advisors to ensure each client receives personalized, full service investment management and trust services. GMLL specializes in providing clients with personalized investment strategies to preserve capital, prevent losses and manage assets. Through a detailed portfolio analysis, we develop a fluid strategy that evaluates and mitigates risk. Our strategies evolve with our clients ongoing needs and through tactical asset changes, we help our clients pursue financial independence.

 

Investment Services:

  • Trust services
  • Investment Management
  • Life Insurance
  • Risk Management
  • Tax Strategies
  • Retirement Planning

To ensure family wealth survives beyond the third generation, GMLL offers experienced guidance to help you navigate the many complexities associated with wealth. Through a deep understanding of your family’s unique needs, goals, and the interpersonal family dynamics, GMLL provides the necessary support to successfully facilitate the transfer of financial and human capital from one generation to the next. 

 

Family Governance Services:

  • Establishment of Family Constitution and By-Laws
  • Family Retreats and Meetings
  • Philanthropic Planning and Management
  • Conflict Resolution
  • Legacy Trust  for Human Capital and Family Values
  • Charitable Giving and Administration
  • Exit Planning
  • Project Management
  • Contingency Management
  • Integrity Agreement
  • Social Media Policies

 

  • Family Mission Development
  • Heirs Financing Planning Offering
  • Mediation and Arbitration
  • Family Council
  • Family Dynamics Consulting
  • Life Coaching

GMLL is concentrated in developing a deep understanding of each client in order to provide highly personalized service, planning, and state of the art solutions. We offer a suite of services to assist families manage their personal affairs and ease the burden of managerial responsibilities through highly specialized providers that deliver exceptional person care 24/7. 

 

Lifestyle Services:

  •  Concierge Services
  • Medical Concierge Services
  • Family Security Specialist
  • Auto Purchase Assistance
  • Secretarial and Personal Assistant Services
  • Event Tickets and Event Planning
  • Yacht Charting Assistance
  • Aircraft Charter Services
  • Vacation Club Analysis
  • Personal Staff Hiring and Management
  • Personal Staff Payroll Administration