Coastal Family Offices was founded on a simple idea: families and business owners deserve legal counsel that treats their goals as personal, not transactional.
The name reflects how we work. A traditional family office coordinates every part of a family's financial and legal life so nothing falls through the cracks. We bring that same integrated thinking to estate planning and business law — making sure your personal plan and your business plan are never working against each other.
We work with families planning for the next generation, entrepreneurs starting and growing businesses, and clients whose lives — and assets — span more than one country. Whatever brings you to us, the approach is the same: listen first, explain clearly, and build a plan that actually fits.
The best legal advice is rarely limited to the law—it begins with understanding the client. Built on advanced legal, tax, and business education—including a graduate degree in tax law beyond a traditional law degree—and multidisciplinary professional experience, our practice delivers strategic counsel that extends beyond traditional legal representation.
For more than 15 years, we have advised clients throughout the United States and around the world on business, legal, tax, and planning matters — treating every client with the same professionalism, discretion, and respect, and building relationships founded on trust.
"Estate planning and business law aren't separate boxes to check. They're both about the same thing — protecting the people and the work you care about."
Steven Scholz, Esq.Schedule a consultation with Steven to discuss your family, your business, and your goals.