Entity Formation

We advise clients in forming all business entities, including corporations, partnerships and limited liability companies—each with their own set of operating requirements and benefits—advise on liability and disclosure and compliance requirements, and assist them in defining the rights and relationships of owners, limited partners or members. On behalf of our clients, we draft organizational documents and prepare requisite regulatory filings to form and launch the new entity. For companies in other stages of the business life cycle, we develop and implement exit strategies and handle succession planning matters.


We work directly with clients to anticipate and prevent problems, manage risks, and eliminate obstacles to growth by ensuring effective planning, drafting and implementation of a variety of agreements including:

  • Operating Agreements
  • Advisory Contracts
  • Investment Management Agreements
  • Side Letter Agreements
  • Non-Disclosure and Confidentiality Agreements
  • Partnership Agreements
  • Service Contract Agreements
  • Shareholder Agreements
  • Asset Acquisition, Sale and Merger Agreements
  • Employment Agreements
  • Independent Contractor Agreements
  • Chaperoning Agreements
  • Non-Compete Agreements
  • Employment Policy Handbooks and Manuals
  • Joint Venture Agreements
  • Employee Severance Agreements
  • Purchase or Sale Agreements
  • Disclosure Documents
  • Establishing wrap fee and managed account programs

General Counsel

We serve as outside general counsel to clients in a wide range of business and legal matters. We partner with clients to gain an in-depth understanding of their business activities and objectives. This gives us the ability to provide focused, client-tailored, and cost-effective advice and counsel on day-to-day legal issues, including corporate governance, regulatory issues, employment disputes, as well as transactional support.