Roots and Wings Legal is a specialized law firm dedicated to helping families and business owners align their wealth with their values, minimize taxes, and create meaningful impact for future generations. Through their unique Legacy Engineering™ approach, they empower clients to steward their wealth responsibly and build legacies that inspire.
With over 13 years of experience, the firm focuses on faith-based and high-net-worth estate planning, emphasizing family harmony, charitable giving, and multi-generational wealth strategies. Their team works closely with clients to ensure smooth transitions, protect assets, and execute family visions with clarity and purpose.
Services Offered
- Estate Planning
- Tax Planning
- Business Succession Planning
- Asset Protection
- Philanthropy Planning
- Incapacity Planning
- Trust Funding
- Guardianship Planning
- Cross-Border Legacy Planning
- Plan Upkeep and Maintenance
- Blended Family Estate Planning
- Charitable Giving Strategies
- Multi-Generational Wealth Planning
- Next Generation Empowerment
The firm serves clients in Walnut Creek, California, and surrounding areas, with a focus on families, business owners, and high-net-worth individuals seeking values-driven legal and financial guidance.
