High-Net-Worth Clientele The company specializes in estate planning and asset protection for high-net-worth individuals, indicating a potential market for premium legal technology solutions, client relationship management tools, and bespoke service platforms tailored to affluent clients.

Recognition & Leadership With recent awards such as the Legal 100 2026 and leadership roles including new partner hires, the firm demonstrates growth and prestige, suggesting opportunities for branding collaborations, executive tools, and professional development solutions to support their expansion efforts.

Community Initiatives The launch of Generations Forward, aimed at enhancing financial security and homeownership, presents an opportunity to offer financial planning software, community engagement platforms, or partnerships with service providers focused on social impact and financial literacy.

Technology Stack The firm’s use of tools like HubSpot Analytics and Google Fonts API indicates an openness to digital solutions, creating a pathway for introducing advanced analytics, marketing automation, and website optimization services to improve their online presence and client outreach.

Growing Leadership Team The recent addition of multiple partners across various practice groups highlights a commitment to expansion and diversified legal services, offering prospects in project management platforms, collaboration tools, and practice-specific software to support their growing team.