Bill was recommended to me by another advanced asset protection attorney who works with Bill and spoke very highly of the asset protection plans Bill puts together for clients. That says something about a lawyer’s competency and personality when a competitor is willing to recommend him to help me.
Sollertis and Bill Simon do a great job of organizing my complex real estate businesses, doing my due diligence work, and executing on the operational legal plan and the asset protection plan we put in place. The details do matter, and I don’t have to worry about any technical issues I have. I leave all of that up to Bill and the team of Sollertis attorneys.
The hard part of asset protection isn’t coming up with the plan, it’s putting that plan in place and maintaining that plan to maintain protection. As my assets have shifted over the years and as laws change in different states, I still want to be fully protected. Sollertis sees asset protection as an ongoing dance, and I love that Bill and the team are there to help me.
Bill’s approach to business, from how he communicates to how he makes himself available, to how he cared enough to get to know me on a personal level, is unlike any other attorney-client relationship I’ve had in the past.
Sollertis is very systematic in implementing the business legal work and my personal asset protection plan. We work with a few attorneys on the Sollertis team to identify what needs to be fixed or improved, and I always know where we’re at with the work that’s being done. I really appreciate how they keep me in the status loop, and proactively stay on top of all the compliance work across my many different entities… and there are a lot of entities since me and my business partners are in real estate.
On the team, Shawn has helped me manage plenty of items and is very responsive, and Kristi has been great to work with too, it feels like she’s part of my own financial management team.
Many other law firms and attorneys I’ve used in the past were great at talking strategy and talking about the plan of action. Still, I have yet to work with any other firm besides Sollertis that was able to lawyer at such a high-level from strategy through implementation, while also being able to easily integrate their legal team with the different departments in my business, such as our internal accounting team, human resources, and internal legal team.
Bill takes it one step further when a transaction I’m doing or move I’m looking to make calls for a new advisor or professional, Bill often has someone ready to be brought into the fold. This saves me time and money since I don’t need to find someone first, then vet them, then hope they do a good job.
It’s really the best part of working with Sollertis because I get real-time advice that considers all my dozens of other moving parts and those implications.
Bill has all the pieces needed to bring together a solid and complete asset protection plan, and handle my business legal needs, and my personal asset protection needs. With another attorney I might get a slice of specialized knowledge but Bill takes the comprehensive and collaborative team approach, and “quarterbacks” all my key players/people rather than me trying to piecemeal it all together and assemble it by myself.
Bill helps me pull all the pieces together from legal and finance, to investments and tax strategies. I needed someone looking at all my businesses with a birds-eye perspective to make sure everything is working together. Bill Simon cares about me and my business as his personal friend, with the mind of an expert business, real estate, and asset protection lawyer.
If you want to focus on your business and let someone else handle the legal, Sollertis is where you need to be.