exclusive business protection & succession planning€¦ · social consciousness of a business....

Million Voorhees Ziebold LLP

Exclusive Business Protection & Succession Planning

ADVANCED LEGAL COUNSEL TO PROMOTE YOUR BUSINESS’ GROWTH AND PROTECT YOUR WEALTH THROUGH STRATEGIC IDENTIFICATION AND PREVENTION OF THREATS

The best legal strategy is preventative by design. Such strategy is the most efficient and effective way to serve your business’ interests of growing your business to generate new wealth while at the same time protecting existing wealth. Failure to effectively execute this strategy places your business’ (and by extension your) financial future and wealth at risk.

At the General Counsel Division of Family Office Law, we assist businesses and owners of businesses—both large and small—at start-up, exit, and at every stage in between. Through delivery of strategic and cutting-edge legal services guided by governing principles, the General Counsel Division will work with your business’ principals and executives to assess and develop comprehensive legal strategies to protect your business’ finances and wealth.

Business Protection & Succession PlanningPreserving, Protecting And Transferring Your Legacy

Strategic Legal Services

Business Protection & Succession PlanningPreserving, Protecting And Transferring Your Legacy

DEVELOPMENT OF YOUR BUSINESS’ COMPREHENSIVE LEGAL STRATEGY IS ACCOMPLISHED THROUGH A DELIBERATIVE AND STRATEGIC PROCESS CONDUCTED BY OUR ATTORNEYS IN THE GENERAL COUNSEL DIVISION OF FAMILY OFFICE LAW THROUGH THE FOLLOWING METHODS:

• Initial meeting with client’s principals

• Follow-up to initial meeting with client’s principals

• Governance of existing and formation of new legal entities, including non-profit organizations

• Risk management assessment and recommendations

• Assess sustainability and socially conscious issues

• Assess and identify intellectual property and trade secrets issues

• Assess proposed and pending purchases or mergers/acquisitions

• Assess proposed and pending real estate leases, sales, and purchases

• Assess collection and litigation threats

• Assess pending litigation

• Analyze client’s desires and plans for future and develop legal strategy for business exit

• Outside general counsel services

• Assess need for advice of other trusted advisors and professionals

Strategic Legal Services

Cutting-Edge Representation Establishing Sustainable & Socially Conscious Businesses

Many consumers are now making purchasing decisions based on the sustainability and social consciousness of a business. In fact, according to Nielson’s 2018 Insights

Report: “Nearly half (48%) of U.S. consumers say they would definitely or probably change their consumption habits to reduce their impact on the environment. And these consumers are putting their dollars where their values are, spending $128.5 billion on sustainable fast-moving consumer goods products this year. Since 2014, these influential shoppers have grown sustainable product sales by nearly 20%, with a compound average growth rate that’s four times larger than conventional products (3.5% vs -1.0% comparatively).”

As Nielson’s 2018 report indicates, consumers look for and expect to see this principle in practice and any perceived contradiction will remove your business’ products and services from consideration. To this end, Family Office Law’s attorneys in the General Counsel Division are members of the national Benefit Company Bar Association and will advise and guide your business formation to harmonize your products and services in order to create and maintain a sustainable and socially conscious business entity known as a benefit corporation.

Another aspect of forming your business as a benefit corporation, as well as obtaining certification through B Lab, was discussed in Fortune Magazine (December 2015): “Great employees want to work for companies that stand for more than just profit, so it will give you a leg up in the talent wars. And it’s likely to win you more of the kind of customers you want to keep too.” The General Counsel Division wants to ensure your legal strategy incorporates these serious and substantial consumer and societal trends.

Self-Governing PrinciplesThe General Counsel Division of Family Office Law prides itself on

self-governing principles designed to provide the best legal advice and professional services to clients:

MISSIONTo provide objective, top-notch, experienced legal guidance and representation to

prevent legal problems before they arise.

VISIONUnparalleled legal guidance and representation through strategic thinking and execution.

VALUESDiligence: Always available, as legal needs do not take a vacation

Excellence: Pursuit of consistent performance and energyIntegrity: Supported by 25+ years of experience

Strategic Legal Services

Pete Lepiscopo

Orange County OfficePark Tower

695 Town Center Drive, 7th FloorCosta Mesa, CA 92626

Telephone: (949)-878-9418Fax: 866-447-7090

www.familyofficelaw.com

PETE LEPISCOPO has been in private practice in San Diego and Orange Counties since being admitted to the California Bar in 1989. His primary areas of concentration have been in corporate and business law, civil litigation, appeals in state and federal courts, including the U.S. Supreme Court, and state and federal constitutional law matters. For more details regarding precedent setting cases handled by Pete, please see Notable Cases.

Pete is retained as outside general counsel, as well as advising and representing members of Congress, California legislators, individuals, corporations and businesses, government entities, non-profit organizations, churches, local legislators, professional athletes, and members of the press.

Many consumers are now making purchasing decisions based on the sustainability and social consciousness of a business. Being on the cutting-edge of legal representation, Pete will advise and guide your business formation or conversion to harmonize your products and services in order to create and maintain a sustainable and socially conscious business entity known as a benefit company. Pete is a member of the national Benefit Company Bar Association, which is comprised of experienced business and corporate law attorneys who represent benefit companies throughout the country.

Pete is a member of the Bar of the U.S. Supreme Court, the Fifth and Ninth U.S. Circuit Courts of Appeal, and all U.S. District Courts in California and the U.S. District Court for the Northern District of Texas. He has acted as lead or amicus counsel in significant cases, including the California challenge to the 2010 Affordable Care Act, the Mount Soledad Veterans’ War Memorial Cross case in San Diego, the Texas and Kentucky Ten Commandments cases, and the Pledge of Allegiance case (for details, please see Notable Cases).

Prior to being admitted to the Bar, Pete was employed as a hardware and software design engineer by the Fortune 500 defense contracting firms of Scientific Atlanta, General Dynamics, and Loral Space & Communications (formerly Loral Corporation), where he worked on classified projects such as anti-submarine warfare, F-16 fighter jet, B-1 strategic bomber, and aircraft avionics test systems.

Pete’s education is comprehensive in law, finance, and science, as he holds a jurisprudence doctorate, an MBA in finance, and a BS in computer science. For more details, please see Pete Lepiscopo’s Curriculum Vitae.

How to contact: If you would like to meet with Pete to discuss your legal needs and strategy, please contact him via email: Pete@FamilyOfficeLaw.com or his direct line: (949) 878-9418.

Lead Attorney, General Counsel Division

Orange County OfficePark Tower

695 Town Center Drive, 7th FloorCosta Mesa, CA 92626

Telephone: (949)-878-9418Fax: 866-447-7090

www.familyofficelaw.com

Million Voorhees and Ziebold LLP

Million Voorhees Ziebold LLP

The best legal strategy is preventative by design.