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Chief Legal Advisor to High-Net-Worth Families

Outside General Counsel for High-Net-Worth Families in Miami

For families with significant wealth and multiple business holdings, having a single trusted legal advisor can matter as much as any individual transaction. Marsicano + Leyva PLLC serves as outside general counsel to high-net-worth families across Miami-Dade and Broward County, providing discreet, ongoing legal guidance across the family's entities, governance, and contracts. We work as part of the family's broader advisor team — coordinating with, not replacing, the family's estate planning attorney, CPA, and wealth advisors — and we do not provide tax advice.

Why Choose Our Legal Services

Discreet, confidential representation built on a long-term relationship
A single legal point of contact for the family's ongoing business and legal matters
Coordination with the family's estate planning, tax, and wealth advisors — not a replacement for them
No tax advice; legal counsel focused on entity structure, governance, and risk
Entity and governance oversight for family holding companies and investment vehicles
Retainer-based engagement structured around the family's ongoing needs

How We Can Help You

Our experienced legal team provides comprehensive services tailored to your specific needs and circumstances.

Ongoing Outside General Counsel

Serving as the family's dedicated outside general counsel — a single point of contact who is available for legal questions across the family's business and financial affairs.

What's Included

  • Retainer-based engagement providing ongoing access to counsel
  • Single point of contact across multiple entities, properties, and advisors
  • Review of significant decisions before they become binding commitments
  • Priority handling for time-sensitive family business matters
  • Regular check-ins to stay current on the family's evolving affairs

Entity & Governance Oversight

Structuring and maintaining the governance of family holding companies, investment vehicles, and operating businesses so ownership, control, and decision-making stay clear across generations.

What's Included

  • Entity formation and structure review for holding companies and investment vehicles
  • Operating agreements, bylaws, and family governance policy drafting
  • Board and manager meeting support and minute-keeping guidance
  • Succession and continuity planning for entity control
  • Periodic compliance reviews to help keep entities in good standing

Risk Prevention & Contract Review

Reviewing the family's contracts and business transactions with an eye toward identifying and addressing legal exposure before it develops into a dispute.

What's Included

  • Contract and transaction review across business and investment activity
  • Lease, vendor, and service agreement negotiation
  • Early identification of partner, tenant, and counterparty risk
  • Coordination of litigation counsel on disputes that do arise
  • Ongoing risk review as the family's holdings grow or change

Advisor Team Coordination & Confidentiality

Acting as the family's coordinating legal point of contact among estate planning attorneys, CPAs, and wealth advisors, under confidentiality protocols built for high-net-worth families.

What's Included

  • Coordination with the family's estate planning attorney, CPA, and wealth advisors
  • Consistent legal positions across the family's professional advisor team
  • Confidentiality protocols for sensitive family and financial information
  • Discreet handling of matters involving multiple family members or generations
  • Communication channels structured around the family's privacy preferences

Frequently Asked Questions

Straight answers to the questions we hear most. Still unsure? We'll walk you through it.

Ready to Get Started?

Contact us today for a confidential consultation to discuss your legal needs and how we can help you achieve the best possible outcome.