Who We Are
For decades we have created successful strategies for our clients. Most of our clients are successful business owners with a lot of moving parts. We help them strategically organize those moving parts in ways that protect their business, their personal wealth, and their privacy – all while reducing their tax footprint. We focus on comprehensive, multifaceted solutions for entrepreneurs, disruptive innovators, and individuals and families with special circumstances or unique assets. We address both the business side and private side of wealth, with an emphasis on privacy and protection from unwanted attention.
In addition to actively practicing law, we frequently teach, present, and publish our insights in the areas of estate planning, asset protection, business planning, and international tax planning. We view these as often intersecting and overlapping areas, and enjoy weaving together innovative solutions that cover a multitude of issues.
When we aren’t in the office we can usually be found riding bikes on the back roads of the Rocky Mountains, enjoying a nice glass of red wine, or cooking up new ideas.
Matthew T. McClintock lives in Evergreen, Colorado and focuses on the areas of estate planning, long-term trust design & implementation, business startup and transition, and domestic and international asset protection. He has a special interest in emerging technologies, blockchain development and cryptocurrency adoption, and is involved in developing legislation and legal solutions for leaders in disruptive tech companies. Matt is a frequent presenter and author, usually on those areas of law and their impact on individuals, families, and businesses. He is a member of the Colorado Bar Association, the Wyoming Bar Association, the Alaska Bar Association, the Society of Trust & Estate Practitioners, and WealthCounsel.
Jonathan A. Mintz splits his time between Evergreen, Colorado and Southern California, and focuses on the areas of estate planning, long-term trust design & implementation, asset protection – both domestic and international – and strategic international tax planning. Jonathan has an extensive clientele of non-U.S. individuals, professional athletes, and other individuals and families with extensive international interests. He is a frequent author and national speaker, Adjunct Faculty at the Chapman University Fowler School of Law, and immediate Past Chair of STEP-Orange County. He is a member of the California Bar Association, the Society of Trust & Estate Practitioners, WealthCounsel, and ElderCounsel.