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Wealth Management

The Law Office of J. Caldwell Guilds III combines with Heriot-Guilds Private Capital & Investments LLC to provide a comprehensive legal and financial foundation for growing, protecting, and sharing wealth through tax efficient transactions, structures, accounts, and investments. We provide the personalized legal and investment expertise essential for building intergenerational wealth to fund both your retirement and your family's future.

Estate Planning

An estate plan structured with foresight and flexibility is the foundation for building and protecting intergenerational wealth. We help clients develop customized estate plans structured for both the creation and tax-efficient distribution of inter-generational wealth. We provide comprehensive Probate and Trust administration and investment management services.

Business & Finance

Whether it's establishing a start-up, raising capital, growing through M&A, or successfully selling your closely-held or family-owned business, let our in-depth transactional expertise counsel you on achieving optimal results. The details matter in structuring a transaction, negotiating terms & conditions, and allocating risk & reward.

Real Estate

We advise clients on the purchase, sale, lease, financing, and development of commercial and residential real estate. We also advise on 1031 Exchanges, Delaware Statutory Trusts (DST), and Opportunity Zone Funds. Agreements and deal structures created with tax and estate planning in mind can add substantial value to an investment over time. We also help negotiate cost efficient solutions when real estate disputes invariably arise.

Dispute Resolution

Do you have a dispute over a Will, Trust, or the Probate process? Do you worry you may have been cheated in an investment or loan scheme? We use our knowledge of the law and experience negotiating complex transactions in business, real estate, and trusts & estates to resolve disputes prior to costly litigation.

Contracts

We protect our client's interests by drafting a variety of business and personal agreements like Operating, Partnership, or Joint-Venture Agreements or Pre- or Post-Marital Agreements. An appropriate allocation of risk and rewards drafted with precise language clearly reflecting the parties' intentions is a formidable step in preventing disputes and maintaining strong relationships.

LAW OFFICE OF J. CALDWELL GUILDS III, PLLC

The Law Office of J. Caldwell Guilds III

Protecting Your Rights. Fortifying Your Wealth. Advancing Your Cause.

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