Fifth, our approach is rooted in real-life application, not just theory. We have used the same estate planning and entity structures we recommend to clients. For example, I’ve established a range of legal entities—including four LLCs, three S corporations, three trusts, and a limited partnership—to operate businesses and manage assets. These structures were designed to enhance tax efficiency, protect wealth, and support multigenerational legacy planning.
In addition, over the past 25 years, I’ve worked with more than a dozen advisors who managed a portion of my assets. These relationships not only helped my legal practice—when advisors had clients who needed counsel to address corporate fraud in their investments—but also gave me firsthand insight into a wide range of investment philosophies, helping me distill best practices and avoid common pitfalls. This cumulative experience shaped my vision for EsqWealth: an elite, disciplined, client-centered advisory firm grounded in sophisticated planning, practical insight, and an unwavering fiduciary duty.
