We work with corporations and private entities ensuring that business is conducted accurately. We work tirelessly to make business investments fair, transparent, and beneficial to all involved.  Wilson Hand strives to be a trusted advocate for all our clients.

We offer a portfolio of tax mitigation strategies through our network of Financial Advisors, Wealth Managers/Advisors, Financial Consultants, Tax Strategists, and Estate Attorneys with a client base of business owners and individuals with a high six-figure taxable income that will benefit from our tax products. 

We provide our strategic partners with strategies and tools helping them make educated and thoughtful recommendations to their clients. With our exclusive tax mitigation strategies, we assist individuals and business owners in having authority and control over how they reinvest the value they create by continually working to keep an increasing amount of capital in the private economy.  

Areas of Expertise:
📍Capital Markets
  Transactional Securities
  Regulatory Securities
  Litigation Securities
  Administrative Securities

📍Corporate Finance
  Stock Sales
  Bond Transaction
  Federal Regulations of Securities
  Financial Management

📍Securities Law
  U.S. SEC Filings
  Securities Filings
  Private Placements

📍Tax 
  International Tax Law
  Real Estate Transactions [Including REITs]
  Mutual Fund

📍Tax Litigation
   Tax Court
   Federal District Court
   Court of Federal Claims
   Criminal Court [Tax Fraud]

📍Mergers & Acquisitions
  Identify Business Objectives
  Complex/Strategic Mergers
  Acquisitions
  Dispositions of Businesses & Their Assets 
  Leveraged Buyouts & Recapitalizations
  Proxy Contests
  Stock Swaps
  Rollups
  Equity Transactions
  Tender Offers
  Asset Exchanges
  Business Restructuring
  Spin-offs
  M&A Legal Due Diligence 

📍Estate Planning
  Wills & Living Trusts
  Charitable Trusts
  Advance Directives
  Tax Filing & Electives
  Orderly Distribution of Assets



Business Development

Business Tools

Investment Management

Legal

Legal Tech

Payments

Wilson Hand LLP

David Proctor

Martin Howell

Jack Kearney

Christi Gardner

Sonja Holmberg

Nathan Barton

Michael Trevino

Matt Pack

John Ryan

Dan Sturgill

Bill King

Ana Carroll

Philip Danielson

The Legal Team at Wilson Hand LLP is instrumental in providing expert legal advice and services across various specialized areas including corporate finance, securities law, tax litigation, mergers & acquisitions, and estate planning. They ensure compliance with federal and international regulations, represent clients in legal proceedings, and deliver tailored solutions for complex legal and financial matters, fostering transparent and beneficial business practices for our high net-worth clients.

Legal Team

Relationship Management

Legal Team

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Relationship Management