Representative matters
Legal work for consequential family business transitions.
Roots & Wings Legal serves as Enterprise Counsel to business-owning families across California navigating succession, ownership transitions, M&A, governance, charitable planning, and multigenerational wealth decisions.
Selected engagementsFamily enterprise counsel
$80MBusiness family
Integrated family business succession and governance
Five connected legal strategies for one business family.
A multistage engagement spanning family alignment, ownership restructuring, charitable planning, family and business governance, and continuing legal implementation.
01 Alignment02 Recapitalization03 Charitable gift04 Governance05 Family lending
01Family business succession planning
Family alignment before an ownership transition
Facilitated family meetings and retreats to align priorities, clarify decision-making authority, and prepare the family for an ownership transition.
Our roleFamily alignment and transition strategy
02Family business recapitalization
Recapitalization designed to prepare a family business for succession
Recapitalized the operating business to support charitable planning, future trust ownership, and long-term family business succession.
Our roleOwnership structuring and legal implementation
03Charitable gift of business interests
10% gift of closely held business interests to a donor-advised fund
Structured the non-cash contribution of a 10% business interest to a donor-advised fund and coordinated the corporate implementation.
Our roleCharitable transaction structuring and implementation
04Family business governance
Connected family governance with business governance
Connected family and business governance and laid the groundwork for trust ownership and voting-control arrangements.
Our roleFamily and enterprise governance architecture
05Intrafamily lending
Family lending policy and intrafamily loan transaction
Created a repeatable family lending policy and documented a related intrafamily loan with clear approval standards and enforceable terms.
Our rolePolicy design, transaction strategy, and legal implementation
Other selected work
06Growth acquisition · Business + real estate
Growth acquisition
Acquisition of a closely held business and related real estate
Coordinated the acquisition of an operating business and related commercial real estate as part of a growth-by-acquisition strategy.
Our roleM&A and transaction counsel
07$30M enterprise · Ownership transition
$30M enterprise
Stewardship ownership beyond automatic inheritance
Designed transfer guardrails separating voting control, economic rights, and management, including a perpetual stewardship trust for active contributors and future growth.
Our roleStewardship trust, ownership, and governance strategy
08$14M foundation · Governance succession
$14M foundation
Governance transition from the second generation to the third
Structured clearer decision-making, family roles, and succession processes for a Gen 2-to-Gen 3 family foundation transition.
Our roleFamily foundation governance and succession counsel
When to bring us in
When ownership, governance, and family decisions converge.
Bring us in when capable advisors are already involved but the legal, business, and family decisions still need to be connected and carried through implementation.
Discuss your legal matter →Representative matters are anonymized. Prior results do not guarantee a similar outcome.
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