Kupfer & Associates, PLLC

Kupfer & Associates, PLLC

  • Description
  • Advantage
  • Benefits
Start, grow or exit your RIA firm with experienced attorneys, strategists, negotiators and deal-makers unique to the wealth management space.

Are you considering breaking away from a wirehouse, bank, trust company, IBD or RIA firm to form your own RIA firm and are concerned about exiting without getting sued or worried about all the other legal steps you need to take to have a successful transition? Our attorneys have helped hundreds of advisors go independent and we will help you as well. Take advantage of the complimentary initial consultation call for Chalice Network members.

Let us help you scale your firm via deals and create the equity, governance, employee attraction and retention vehicles to support your growth.  As a sole owner of an RIA firm that recognizes the need for a succession plan but has not put one in place, take advantage of our Succession Basics Package for Chalice Network members that will help you get basic protections in place while you work on a more comprehensive plan.

Chalice Advantage

Exclusive benefits available only to Chalice Network members 

  • Complimentary 30-minute initial call (valued up to $400)
  • Succession Basics Package ($2,500 versus $3,000)

Benefits

Key benefits of services from Kupfer & Associates, PLLC: 

  • Experienced legal guidance along the entire road to RIA independence
  • Assistance with growing though M&A, tuck-ins and advisor on-boarding deals
  • Equity and ownership structuring and governance advice
  • Employee attraction and retention vehicles
  • A basic actionable succession solution for sole-owner RIA firms
  • A business approach to law
  • Experienced, strategists, negotiators and deal makers
  • Counsel from startup to exit