Welcome to The Liko Collective,
a member-based business and estate advisory
our advisory is rooted in legal services, but extends beyond the conventional law firm in two primary ways:
Proactive Support
The traditional attorney-client relationship is a reactive one. Lawyers are called when problems occur. Although this approach may fix the problem, it doesn’t avoid it in the first place. And by now, the problem is likely expensive to fix.
At The Liko Collective, we journey with you in a proactive strategy and planning based role. Similar to corporate legal officers, we strive to comprehensively know your estate, family office, and/or business. We meet with and talk to you regularly and work collaboratively with you in any matters related to planning and administration. This helps us to develop and vet strategies to ensure that they are aligned with your risk tolerance, legacy objectives, short- and long-term goals, and other critical factors. By adopting a proactive relationship, we can circumvent issues before they become expensive, and ensure that business and estate strategies are more efficient, integrated, and successful.
Premium Services
We are committed to creative problem solving, presenting candid advice and risk assessment, and exhausting every possibility for you.
Integrated Support
Many firms are quick to isolate any advice to purely legal issues, leaving you to piece this together with other considerations, such as tax, business strategies, etc. We know, however, that your estate, family office, and business do not operate in a vacuum. Neither should your advisory services.
At The Liko Collective, we provide integrated advisory for your business and estate needs. This, of course, doesn’t mean that we have all the answers. It does, however, mean that we endeavor to integrate our advisory services with other professionals. If you already have trusted professionals (such as wealth advisors, CPAs, etc.), we are happy to integrate our services with theirs. If you do not, we have a vetted network of service professionals ready to step in and assist. By intentionally coming together and working collaboratively on client matters, we ensure that you receive the most comprehensive and integrated strategies for your business and personal needs.
We are committed to premium services, rooted in trust, available any time you need them
Rooted In Trust
In all aspects of our relationship with you, we set a fiduciary standard of loyalty, dedication, and trust to ensure that your privacy and confidentiality are reserved at the higher level at all times.
Available Anytime
This is not an hourly-based perspective. We are available for you any time you need it. To achieve this, we limit the number of clients we serve in order to give you our full attention. This exclusively fosters premium dedication and proactive support for your business and estate needs.