Private Advisory · Chapel Hill, NC
A private advisory practice serving high-net-worth individuals and families — providing the judgment, coordination, and candor that complex lives require.
About
I spent twenty years as a trial attorney — in state and federal courts, in boardrooms, and on both sides of the mediation table — representing individuals and corporations in the most consequential disputes of their professional lives.
From 2009 to 2017, I served as Vice President, General Counsel, and Program Director at Caramore Community — a 24-hour residential rehabilitation program for adults with severe mental illness, overseeing every dimension of their legal, clinical, and operational lives.
For nearly two decades, I have served and continue to serve as the sole advisor, administrator, and consigliere for a high-net-worth family — the person who knows where everything is, manages every professional relationship, oversees their real estate holdings, handles their legal matters, and provides the kind of discreet, loyal counsel that only comes from total and unconditional trust. That experience — running a private family office with complete authority and complete accountability — is the foundation of this practice.
Combined with eighteen years of personal recovery and an active real estate broker's license, I bring something genuinely uncommon: the judgment of a seasoned trial lawyer, the care of someone who has worked alongside people in real crisis, and the candor of someone who has nothing to sell you.
What I Do
I am the person who sits at the center of all of it. I review and tell you what the legal documents sent by your lawyers actually mean. I make sure your CPA, your estate attorney, and your financial advisor are on the same page. I look at a real estate transaction and tell you whether the deal is what it appears to be. I manage the operational details of a complex household so that nothing lapses, no deadline is missed, and everything is accounted for.
When something goes wrong — and in complex lives, something always does — I help you assess it clearly, respond to it correctly, and resolve it as discreetly as necessary.
And when a family is navigating addiction — one of the most common and least-discussed crises in affluent households — I bring something that no credential alone can provide: institutional experience running a residential rehabilitation program, and eighteen years of personal recovery and a network of discreet professionals to help you navigate life and death decisions.
What this looks like in practice
I review your lawyers' strategy, translate their advice, push back when warranted, and coordinate among them. Twenty years of trial practice and experience as a former certified Superior Court Mediator means I understand what they're doing — and whether they're doing it well.
I am a licensed broker and an attorney who has litigated real property disputes and handled real property transactions — with no commission riding on any decision you make.
I coordinate among your attorneys, CPAs, financial advisors, and other professionals — ensuring alignment, closing gaps, and holding everyone accountable to what they promised.
Before you sign, before you commit — the perspective of someone with nothing to gain except your well-being. I say what I think, even when it's not what you hoped to hear.
Documents, vendors, deadlines, correspondence, household administration — I keep all of it straight so you can focus on living your life.
My clients don't call me because they have a legal problem or a real estate problem or a family office problem. They call me because they have a problem — and they know I will handle it.
Begin the InquiryEngagement & Fees
Essential
$3,500 / month
Billed monthly · 3-month minimum
Includes
Most Engaged
$7,500 / month
Billed monthly · 3-month minimum
Includes
Bespoke
Custom
Annual commitment · Fully bespoke
Includes
All engagements begin with a confidential consultation. Retainers may be adjusted after the initial term based on actual scope and usage.
How It Works
You reach out — by form, phone, or email. Everything shared is confidential from the first word.
A no-obligation conversation to understand your situation and discuss whether this engagement makes sense.
A tailored engagement letter outlining scope, terms, and fees — no hidden charges, no vague commitments.
A relationship that deepens over time, built on total candor and unwavering discretion.
On Discretion
Every engagement is governed by a strict confidentiality agreement. Nothing you share — no family matter, no financial detail, no personal struggle — is ever disclosed.
This practice operates on a client-by-client basis. I do not accept conflicting engagements, and I maintain no institutional affiliations that could compromise your interests.
My professional obligations as an attorney to confidentiality and client loyalty are not merely legal requirements — they are the foundation of everything I do.
The rarest thing in a world of advisors who all want something from you is one who wants nothing except to be useful.
This practice is built on that principle. Your trust is the only currency that matters here.
Contact
All inquiries are held in complete confidence. If you would prefer to speak directly, a private phone number is available upon request. There is no obligation, no sales process, and no pressure — only a conversation.