Complex planning
High-net-worth prenups.
Complex wealth requires more than a generic template. Businesses, investment structures, trusts, real estate, equity compensation, and family wealth can require careful legal and financial coordination.
Common high-net-worth issues
- Closely held businesses and professional practices
- Separate-property appreciation and reinvestment
- Multiple real-estate holdings
- Brokerage and retirement portfolios
- Stock options, RSUs, deferred compensation, and carried interests
- Trusts, gifts, inheritance, and family entities
- Cryptocurrency and alternative investments
- Estate-planning coordination
The disclosure process matters.
Complex holdings may require schedules, supporting records, valuation information, or coordination with accountants and other professionals. The level of disclosure and documentation should be evaluated under the law governing the agreement.