- Provides strategic counsel to high-net-worth clients on complex estate and business planning matters, with deep expertise in trust structures and fiduciary relationships, ensuring tailored solutions aligned to their financial goals and long-term objectives.
- Develops and implements asset protection structures for U.S. and non-U.S. clients by identifying objectives, assessing holdings, and structuring plans to mitigate the risk of financial loss from non-financial exposures while maximizing portability and tax efficiency. Offers ongoing administrative support for complex structures and assists clients in navigating insolvency when investments held in those complex structures fail.
- Advises U.S. taxpayers on structuring charitable giving strategies, including the establishment of family foundations, donor-advised funds, and charitable trusts.
- Advises investors and financiers on commercial law and finance matters to include structuring partnerships, secured lending, and private equity transactions, focusing on mortgage loans (debt) and private placements (equity or debt).
- Delivers extensive experience advising on both domestic and offshore structured finance transactions.
- Handles privacy, confidentiality, and trade secret matters with precision, safeguarding client interests and mitigating risk.
- Regularly advises high-net-worth individuals on investments in high-value art, antiques, and collectibles, representing private individuals facilitating transactions in these asset classes. Maintains professional relationships with leading North American dealers in rare coins and collectibles, supporting private investors in strategic investments in these markets.
- Advises asset developers and private investors on blockchain technologies, digital assets, and cryptocurrency investments, leveraging relationships with established entrepreneurs. Delivers guidance on the regulatory and tax implications of digital asset ownership and transactions, including trust structures to hold and administrate digital assets.
- Assists clients with residency-by-investment programs, leveraging relationships in key jurisdictions, and advises on the tax implications and logistical challenges of global living arrangements, including expatriation logistics and digital nomad lifestyles for clients with international investments and properties.
- Offers counsel on natural resource exploitation and conservation efforts, balancing commercial interests with environmental considerations.
- Advises the principals in a philanthropic project in West Africa that provides housing and education for widowed mothers and orphans while enhancing clean water and sanitation infrastructure in collaboration with a carbon credit production company developing assets in the region.
- Served as securities counsel to a pawn shop investment structure and general counsel for a multi-state scrap metals dealer, collectively developing expertise in alternative asset investment models.
Practice Areas +
LAW
- Corporate & Commercial
- Dispute Resolution
- Regulatory & Compliance
- Employment & Labour
- White Collar Crime & Investigations
- Real Estate & Construction
- Intellectual Property (IP)
- Banking & Finance
- Insolvency & Bankruptcy
- Private Client & Family Law
- Trade & Customs
- Technology & Cyber Law
- Insurance & Reinsurance
- Public Policy & Government Affairs
Industry Sectors +
Financial Services
Real Estate
Technology
Life Sciences
Natural Resources
Private Equity
Public Sector
Professional Services
Representative Clients +
- Actively Overseeing Sustainable Asset Development & Carbon Credit Structuring: Partner in the creation
- approval
- and deployment of an innovative carbon credit production program operating in West Africa. Delivers strategic legal and operational guidance to the project’s principals to ensure compliance with international environmental standards and government regulations while aligning with global sustainability objectives.
- Risk Assessment & Management: Developed and implemented a comprehensive risk assessment and management services model that integrates asset protection strategies with military expertise
- enabling U.S.-based private clients with international exposures to effectively mitigate legal
- tax
- sovereign
- and non-financial risks that could result in financial loss within their investment portfolios.
- Operational Innovation: In conjunction with strategic partners
- developed a proprietary system to establish the digital pattern of life of individuals and assess online behavior for risk markers
- a valuable tool for conducting due diligence on acquisition targets or recruitment of highly compensated employees and executives.
- Advanced Security Strategy & High-Value Asset Protection: Conceptualized and executed a sophisticated security assessment and exit strategy for a multi-jurisdictional portfolio of precious metals exceeding $100M in valuation. Delivered comprehensive solutions to navigate complex legal
- regulatory
- and logistical challenges
- safeguarding client interests and ensuring seamless transitions across multiple legal frameworks.
- Strategic Real Estate Operations & Asset Optimization: Directed operations for a high-value real estate development partnership overseeing an extensive portfolio across the Southeastern United States and the Caribbean. Spearheaded initiatives to enhance asset performance
- ensure compliance with regional and international regulations
- and strategically position properties to maximize returns while mitigating risk.
- International Market Expertise: Successfully represented clients with interests in foreign jurisdictions to include the British Virgin Islands
- Cayman Islands
- United Kingdom
- France
- Switzerland
- Hong Kong
- Israel
- Dubai
- Iraq
- South Africa
- Democratic Republic of Congo
- Barbados
- Nigeria
- Kenya
- Liberia
- USVI
- St. Kitts/Nevis
- Cook Islands
- New Zealand
- and Australia. Leverages a strategic network to deliver intelligence for due diligence and support efficient scaling of operations in foreign jurisdictions.
Notable Cases & Matters +
- Core Skills and Competencies
- Estate & Business Planning
- Trusts and Fiduciary Relationships
- Commercial Litigation
- Contract Negotiation and Drafting
- International Business Transactions
- Partnership & Fiduciary Litigation
- Secured Lending & Private Equity Structuring
- Asset Protection & Non-Financial Risk Mitigation
- Confidentiality
- Privacy
- & Trade Secret
- Distressed Asset & Turnarounds
- Cross-Border & Offshore Transactions
- Geopolitical Risk Assessment
- Due Diligence & Business Intelligence
- Real Estate
Our Professionals
Succeeding Beyond Boundariesâ„¢
services
sectors
clients
Industries
About
Membership
© 2025 Wone Global. All rights reserved.
All materials on this website are the intellectual property of Wone Global and may not be reproduced, distributed, or transmitted in any form without prior written consent.
WONE GLOBALâ„¢ | WorldOne Allianceâ„¢ | WONE GLOBAL AWARDSâ„¢  | WONE GLOBAL SUMMITâ„¢ are the brands used by members of WONE GLOBAL.“WONE GLOBAL” refers to the brand under which the WONE GLOBAL member firms provide legal, tax, audit, accounting, and advisory services to their clients and/or refers to one or more member firms, as the context requires. WONE GLOBAL and the member firms are not a worldwide partnership. WONE GLOBAL and each member firm are separate legal entities. Services are delivered by the member firms. WONE GLOBAL does not provide services to clients. WONE GLOBAL and its member firms are not agents of, and do not obligate, one another, and are not liable for one another’s acts or omissions.
