PRIVATE CLIENT SERVICES

- Asset Management 

- Fund Formation

- Investor Relations

- Risk Allocation & Mitigation

- Trust Administration 

Attorney Franklin stands ready to offer guidance and support to individuals, families, and privately-owned businesses, often those with significant assets or complex financial situations. 

Attorney Franklin works closely with financial advisors, accountants and other professionals to coordinate asset allocation with duty and care. Attorney Franklin understands the sensitivity of personal and financial information, while safeguarding the interests of investors and ensuring compliance with legal requirements.

Attorney Franklin keeps due diligence, risk assessment and investor restrictions top of mind. Attorney Franklin works with fund managers, general partners, and sponsors to structure the fund, draft the necessary governance agreements, legal documentation, and other fund offering documents. In preparation of closing, Attorney Franklin ensures all transaction are carefully structured, evaluating the financial and operations implications of the business entity.