Sollertis is a boutique law firm focused on helping you achieve financial freedom through asset protection strategies to protect your wealth, simplifying the management of your related legal needs.

Sollertis combines business acumen with keen legal insight to help you accomplish your goals without exposing you to risks that could threaten the wealth you’ve worked hard to obtain.

Financial freedom starts when your assets are protected. Our approach to achieving this is three-fold:

     • Master Asset Protection Plan®: The framework for protecting all of the individual assets that contribute to financial success. Based on an analysis of your needs, each plan is a customized blueprint outlining the types and mix of legal structures needed to best meet your specific goals and objectives.
     • Chief Counsel: A single point of contact who provides strategic legal counsel and supervises the execution of all of your legal needs. 
     • The Sollertis Network: A group of Private Practice Attorneys who handle your day-to-day legal needs.

Sollertis

William R. Simon

This department provides legal guidance, representation, and support for the organization.

Sollertis

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Sollertis

Org chart

Teams

Legal Services

Offices

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