Private Client

Work includes forming and reviewing personal holding entities, co-ownership and governance agreements, and transfers of family business interests. Ownership terms are considered alongside existing company agreements and the estate plan.

Ownership and governance arrangements for family-held companies and property: shareholder and operating agreements across generations, rules for family members entering or leaving the business, decision and distribution policies, and the coordination of those terms with each owner's estate plan.

Agreements for family homes, vacation property and other jointly held assets address contributions, use, expenses, decision-making and exit rights. Ownership terms work alongside any marital agreement and estate plan.

Counsel addresses executive employment and separation agreements and equity compensation terms. Review covers compensation and vesting, restrictive covenants under Montana law, change-of-control and severance provisions, and how the arrangement interacts with the individual's ownership and estate plan.

Prenuptial, postnuptial and cohabitation agreements address separate property, shared assets, business interests and financial obligations. Advice covers financial disclosure and negotiated terms, with attention to the different legal duties that apply before marriage, between spouses and between unmarried partners.

Ongoing counsel on personal contracts, property and ownership matters. Available on a fixed monthly basis for individuals and families whose affairs produce recurring questions.