Weisz & Santagata LLP is a specialized law firm founded in 2008 by James S. Weisz and Scott Santagata, focusing on building and protecting entrepreneurial capital for high-net-worth individuals and business owners. The firm distinguishes itself through its innovative integration of legal and insurance solutions, having formed affiliated entities like Portola Life Insurance Company and Gadsden Insurance Company to offer comprehensive wealth and risk management strategies.
With over three decades of experience, the partners bring a multidisciplinary approach that combines legal expertise with operational and financial acumen. They cater primarily to entrepreneurs, investors, established companies, and venture capital funds, providing end-to-end guidance through corporate transactions, estate planning, and customized risk mitigation. Their notable achievements include facilitating over $200 million in debt and equity transactions and implementing wealth preservation strategies involving more than $1 billion in assets.
Services Offered
- Corporate finance
- Mergers and acquisitions (M&A)
- Estate planning
- Strategic planning
- Wealth preservation strategies
- Risk management solutions
- Private placement life insurance
- Private placement annuities
- Equity and debt financings
- Corporate governance
- General business advisory
- Liquidity event planning
Based in Lake Forest, California, the firm serves clients nationally, leveraging the partners’ backgrounds as former chairs and partners at major law firms and their credentials as a Certified Public Accountant and summa cum laude graduates.
