The Liko Collective is privileged to offer two forms of membership for our client base.
Wealth Management Membership:
Estate legal officer
The Liko Collective is privileged to offer exclusive Estate Legal Officer concierge services for our private clients. Oftentimes managing your Estate requires you personally to coordinate all of the various professionals, keep track of the volumes of documents and information, and ensure that all of your projects and investments have an integrated strategy consistent with your risk tolerance and legacy objectives. In the corporate world, a legal or operations officer would steward these matters. We believe you and your Estate deserve the same dedicated attention.
both Memberships enjoy services and support in three principal areas:
Compliance Support
We provide certain admin and compliance support services for your business and Estate, which are detailed here. For example, we organize, maintain, and keep readily available important information, act as custodian of digital records and files, handle government agency filings for entities and real estate, assist with notary needs, and schedule annual strategy meetings for you and your business.
Wealth Building Membership:
Fractional general counsel
The Liko Collective is privileged to offer exclusive Fractional General Counsel services for our business clients. We understand that, as a business owner, you have a lot on your plate simply to ensure the success of your business. At the same time, your business is likely the largest piece of your overall wealth and Estate. As such, not only do you need strategies and measures in place to foster the success of your business, but you must also do it through an integrated strategy consistent with your risk tolerance and Estate objectives. Our services support you in both, assisting the business with compliance, coordination, legal, and other matters, while also helping you personally to manage your Estate investments and keep your business and wealth-building strategies aligned. We are your corporate legal officer and estate legal officer in one trusted service.
Coordination Support
We communicate with you regularly and coordinate with other professionals to vet business strategies and keep them integrated and aligned with your wealth-building objectives. Professionals for the business and Estate can include, for example, internal employees, officers, and executives, attorneys, CPAs, insurance brokers, HR professionals, wealth advisors, and property managers, to name a few. You have access to us anytime you need it.
Project-Based Support
We provide project-based support for your business and Estate administration, which are detailed here. We can provide compliance and legal services to the business, map out a strategic plan for business projects and investments, coordinate professional support as needed, and advise you on risk assessment and how the project can be aligned with your legacy objectives.
Memberships are limited and by referral only. We do not offer legal services outside of a membership.