Context
Understand the family, enterprise, assets, objectives and decision currently under consideration.
By Appointment Only
A private initial conversation to understand the decision, exposure, parties and timing before recommending a path forward.
A Disciplined First Conversation
The briefing is designed to establish enough context to understand whether the matter requires deeper legal, tax or strategic analysis—and whether Baron Whitmore is the appropriate counsel for the mandate.
Understand the family, enterprise, assets, objectives and decision currently under consideration.
Identify the legal, tax, ownership, succession or governance issues that may require attention.
Determine whether additional analysis is warranted and define the appropriate next stage of the engagement.
Private Intake
Use the form to provide enough information for Baron Whitmore to understand the general nature of the matter and determine the appropriate next step.