Legal Solutions for Business Owners
Empowering Your Success—From Business Operations to Wealth Preservation
From corporate governance and contracts to protecting your personal wealth, our integrated approach eliminates the complexity of managing multiple legal teams—so you can focus on running and growing your business.
Our Approach
Focused Collaboration, Tailored Solutions
As a business owner, you need more than just legal answers—you need a partner who understands the full scope of your business and personal goals. At DUGGAN BERTSCH, we bring together a multidisciplinary team with extensive experience in corporate law, tax, estate planning, real estate, and litigation. Acting as your outside general counsel, we provide strategic guidance at every stage, helping you navigate complex transactions, daily operations, and long-term planning.
With all your legal needs handled under one roof, you avoid the pitfalls of fragmented advice and gain the clarity and confidence to move your business forward.
What We Offer:
Corporate Governance & General Counsel
Ongoing legal guidance for boards, executives, and owners, including entity formation, compliance, and daily operations.
Mergers & Acquisitions
Strategic support for buying, selling, or restructuring your business, including due diligence, negotiations, and transaction execution.
Business Succession & Ownership Planning
Ensure a smooth transition of leadership and ownership, protecting both your business and your family’s interests.
Tax Planning & Compliance
Integrated tax strategies for both your business and personal finances, including domestic and international tax planning, compliance, and controversy representation.
Asset Protection & Wealth Transfer
Safeguard your personal and business assets with tailored structures and strategies for efficient wealth transfer.
Employment Matters
Guidance on employment agreements, compensation, and policies to protect your business and foster a strong team.
Contract Negotiation & Management
From vendor agreements to client contracts, we help you draft, review, and negotiate favorable terms, ensuring your interests are protected and your business relationships are clearly defined.
Real Estate Transactions
Legal support for commercial property acquisitions, sales, leases, and structuring to maximize value and minimize exposure.
Litigation & Dispute Resolution
Effective advocacy in business disputes, contract issues, shareholder matters, and more.
Family Office & Private Wealth Services
Centralized management of family and business interests, including virtual family office solutions.
International Planning
Address cross-border business, tax, and asset issues with experienced counsel.
Captive Insurance & Risk Management
Strategic planning for risk mitigation and insurance solutions tailored to your business needs
Contact Us
Ready to Get Started?
We offer a multi-disciplinary approach, leveraging our range and caliber of qualifications when it comes to best representing our private clients.