Strategic Law & Tax Restructuring Services

Programs, Services, and Pricing Models

Here are the services that we offer to clients in various capacities. We'll evaluate what each "person" needs and cater the solutions to their specific bottom-lines.

Law Firm In A Box:

Leverage Our "Time, Talent, and Treasure" To Build A New Revenue Stream

Our holistic, strategic, and comprehensive services include:

Advanced "BENT Law" Restructuring & Integrations:

  1. Mini-Family Office: Advanced BENT Law: Business, estate, nonprofit, and tax law strategies

  2. Philanthropic Exit Strategies: Leveraging nonprofits and foundations to maximize your exits

  3. Legal Architecture: Coordination of legal, tax, financial, and real estate strategies and advisory teams

  4. Layered Tax Mitigation: Income, capital gains, probate, inheritance, gift/estate, trust/estate, and death taxes

  5. Advanced Risk Mitigation: Bankruptcy-proof, judgment-proofing your business and assets from all sides

  6. Consulting & Advisory: Filings, taxes, compliance, investment, and strategic consulting, mentorship, and educational services

  7. Technology & AI: Incorporation, training, and building of various assets, tools, businesses, personas using the power of AI.

  8. The Billion-Dollar Strategy: Leveraging the business, marketing, and tax strategies leveraged by billionaires and fortune 500s

Nonprofit and Foundation Specific Strategies:

  1. The Double Bottom Line Formula: For-profit And Nonprofit Integrations

  2. Filings: Business, nonprofit, and foundation filings and applications

  3. Research: Market research, competitor research, and reverse engineering offers

  4. Strategy: Creation of a marketing strategy and legal workflows

  5. Website: Website & marketing funnels for the education center

  6. AI: AI-integrations for your nonprofit and marketing ideas

  7. IP: Creation of digital courses, articles, programs, and pro bono workshops

  8. Research: Digital marketing research and competitor data

  9. Search: Creation of a google-friendly, AI-indexed website and content

  10. Funding: Grant writing, applications, and acquisition for the nonprofit

    1. Google grant program - $10,000/month in google ads

    2. Other digital advertising programs - Bing, Amazon, Meta, Reddit, TT, X

    3. Tech grants for nonprofits: Zoom, Microsoft, Google, etc.

    4. NonprofitX grant program: Marketing, ads, research, and strategy

    5. Strategies to partner with businesses, nonprofits, corporations, and foundations

  11. Screening: Streamlining client qualification and intake process using courses and AI-funnels

  12. Experiments: Testing and experimental marketing, conversions, workflows, and intake processes

  13. Double Bottom-Line Integration: Strategic integration of pro bono courses, programs, calls, and workshops

  14. Nonprofit Automation: End-to-end business automation and lead acquisition processes

Our Pricing Philosophy: Value based Pricing

  1. The Mini Family Office™ Approach:

  • We Don’t Bill Time.

  • We Unlock Value. We Recapture Missed Opportunities.

  • We believe pricing should be based on outcomes, not effort, and certainly not dictated "competitors".

  1. At our firm, we’ve spent two decades working with over 10,000 individuals, families, business owners, trusts, and foundations. What we’ve learned is simple:

  • Legal and tax consulting shouldn’t be a "cost to the client" - it should be a value, revenue, and legacy enhancer.

  • That’s why we built the Mini Family Office™ model - a flexible approach designed to identify the legal entity (“person”) we’re serving, locate where our value appears on the balance sheet or tax return (“line item”), and ensure the return you receive far exceeds your investment (10x or more).

  1. How We Price: We evaluate 3 core areas before quoting any fee:

  2. Who is the “Person” (Our Client)?

  • IRC Section 7701(a)(1) defines “person” to include an individual, trust, estate, partnership, or corporation.

  • A 501(c)(3) is a federally tax-exempt nonprofit organization (typically a corporation or association) in the U.S., formed exclusively for charitable, educational, religious, scientific, or literary purposes, and allows donors to make tax-deductible contributions.

  • Each 'person' has different tax rules, deductible categories, and structuring opportunities.

  1. What LINE ITEM Captures Our Work?

  • Once we identify who we are serving and in what capacity, we look at the "LINE ITEM" that captures our work:

    • Which line item for which person captures our work?

    • Is it an ordinary and necessary expense, charitable deduction, or something else?

    • Is it a one-time value addition vs offer multi-year, multi-decade, or multi-generational benefits?

  • We ensure our fees are strategically placed, often making them fully deductible or recoverable.

  1. What Is the ROI Of Our Structuring Work?

    We don’t just offer a service. We find the missed money, untapped assets, and hidden leverage in your structure.

    Examples of ROI We Deliver:

  1. Tax Savings: Income, capital gains, estate, or business tax reduction

  2. Asset Protection: Preserve real estate, IP, investments, and legacies

  3. Grants & Funding: Secure 5–6 figure funds through nonprofit and foundation structuring

  4. Revenue Recovery: Recapture hidden or misclassified income

  5. New Income Streams: Create monetizable pathways through IP licensing, charitable integrations, and strategic philanthropy

  6. Branding, Goodwill, Trust, PR, and Legacy: The additional boost in your reputation through the philanthropic work

  1. Are We A Fit: If We Cannot Identify a 10x Value From Our Work… We Don’t Belong on Your Team.

  • We don’t bill by the hour.

  • We don’t nickel-and-dime.

  • We price based on transformation - not transactions.

Ready to explore Law Firm In A Box?

Let’s begin with a custom strategy call.

  • No pressure.

  • No guesswork.

  • A few calculations.

  • A few options.

  • Maybe it's for you, maybe not.