Global Reach

We leverage decades of top-tier experience for more than 2,000 active clients across the U.S. and in 27 countries around the world.

 Proven Solutions 

Our lawyers and strategic partners have spent decades developing and refining the most sophisticated legal solutions available today. 

 Trust & Integrity

Our attorneys achieve outstanding results by being more experienced, talented, and creative than our competitors at some of the largest firms in the world.

 Secure Answers

We take on the biggest institutions and investors in the world in order to protect our client’s assets and income.

“We bring Forbes 400 solutions to the middle market, helping entrepreneurs and business owners protect and preserve their wealth using the most sophisticated planning solutions available today.” 

Latest News  

What Tax Refund Really Mean

What Tax Refund Really Mean

apage  Comments (0)
There are two kinds of people in this world. Those who use their tax refund to take a nice vacation or splurge on something extravagant, and those that catch up on debt or try to...
What Trump’s Tax Cuts Mean For Dallas

What Trump’s Tax Cuts Mean For Dallas

apage  Comments (0)
Love him or hate him, President Donald Trump is about to put more cash in your pocket in 2018. While about 83% of Trump's tax cut are headed to the wealthiest 1 percent of Americans,...

Strategic Partners  

“Within 24 hours of meeting [Joe Garza], I was so impressed with his business model and business acumen, I introduced him to one of my favorite clients… [after he met with Joe] The first words out of his mouth… [were] that he wished he would have met Joe ten years sooner - he could have saved him a fortune.”
Cindy Gatlin

Cindy Gatlin

Merrill Lynch