EDISON ADVISORY · BUILD
Executive Advisory
Trusted counsel for executives whose personal and professional decisions intertwine.
WHAT IT ACCOMPLISHES
Trusted counsel for executives whose personal and professional decisions intertwine.
Executives face decisions with legal, financial and family consequences: employment and equity agreements, transitions between roles, and planning that keeps pace with a growing balance sheet. We act as a trusted advisor across those decisions.
THE CONTINUITY MODEL · BUILD
Have you created the right foundation?
WHAT THE WORK TYPICALLY COVERS
- Employment, equity and separation agreements
- Planning around compensation and equity events
- Personal estate and asset protection planning
- Coordination with financial and tax advisors
GO DEEPER
- Estate PlanningCreate a plan that protects your assets, reflects your wishes and provides certainty for your family.
- Business AdvisoryPractical legal counsel for business owners and entrepreneurs, and planning for what comes next.
WHO THIS IS FOR
People, not legal categories.
EDISON ADVISORY
Strategic guidance beyond the practice of law.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
STAY CONNECTED
Subscribe to Edison Insights
Planning updates and new articles, written to help you make better decisions. If you follow Edison for six months without becoming a client, you should still feel better informed than when you started.
NEXT STEP
Trusted counsel for executives whose personal and professional decisions intertwine.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.