Provide comprehensive advice on securities law matters with a focus on both registered and private investment companies, investment management regulation and broker-dealer / advisor regulation. Consult on private equity issues including venture, seed and bridge funding as well as private investment funds.
Advise on estate, tax and trust issues, federal and state securities laws, insurance law and general business and corporate law. Structure, implement and counsel on retirement plans and structured settlements for individuals, businesses and other professionals. Design and implement complex risk management solutions for HNW clients. Structure and advise clients on sophisticated asset protection strategies. Consult on securities law and compliance issues through limited engagements.
Provide financial planning and wealth management to family offices, business owners and professionals. Utilize legal background in trust, estate and tax law to provide comprehensive and sophisticated solutions for clients. Specialties include: estate and retirement planning, tax, asset protection and risk management solutions for business owners and professionals.
Advise both institutions and individuals on a diverse universe of operational, financial and legal issues. Consult on wealth management, financial and estate planning, strategic planning, project funding, distribution and sales strategies.
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CopperPoint Insurance is Arizona's premiere provider of workers compensation insurance. We've been providing coverage and advocating for Arizona businesses, small and large, throughout the state since 1925.