Private Client Services

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As a Founder or entrepreneur, you’re focused on building a business that reflects your vision. You’re making decisions on business structures, funding, intellectual property protection, and managing employees. However, in the rush of growing your company, one crucial aspect can often be overlooked—your personal estate planning. While it may not be easy to think about…

Discover the intersection between founding ventures and estate planning on today’s episode of Future Focused. Wiggin and Dana Partner Jack Sousa, a founder of wiggin(x) and co-chair of our Emerging Company and Venture Capital Group sits down with Partners Erin Nicholls and Michael Clear and offers invaluable insights into the client experience on wiggin(x)…

On this episode, Partners Erin Nicholls and Michael Clear continue their conversation with Wiggin and Dana Partner Jack Sousa, on entrepreneurship, equity, and entity structuring. They dive deep into the entrepreneur’s guide to equity, employee stock options, and the strategic importance of early legal advice, with particularly valuable insights on estate planning synergy and…