Empowering businesses to thrive in the digital era
At Norris Legal Family Office, LLC, we understand that the world is moving at an unprecedented pace. Families are global, diverse, and connected like never before. This modern reality has created a new demand for a family office experience that was once reserved for only the highest net worth families. Our team is committed to providing a seamless, personalized experience for our clients, leveraging cutting-edge technology, and a deep understanding of their unique needs.
Family Office Services
Our family office services are designed to cater to the complex and diverse needs of modern families. We use technology, thorough planning, digital recordkeeping, and a network of strategic relationships to provide a premium family office experience. From financial planning to tax planning, and from estate planning to legacy building, we offer a comprehensive range of services tailored to meet your unique family's needs.
Small Business
At Norris Legal Family Office, LLC, we understand that small businesses are the backbone of the American economy. Our streamlined workflows and expertise support business owners from organization to acquisition, providing guidance on tax coordination, small business finance, and state and local registrations. Our team works closely with clients to coordinate their tax and legal affairs, providing general counsel analysis with a focus on growing and protecting their equity.
Trusts & Wills
For generations, trusts and wills have played a crucial role in estate planning. Our team at Norris Legal Family Office, LLC, has consistently simplified the process, making it easier for our clients to navigate the complexities of estate planning. Our simplified approach includes three core estate-planning documents: a will, financial power of attorney, and medical directive. Additional services include our 6 Model Structures, designed to cater to the unique needs of our clients.
Our Professionals
At Norris Legal Family Office, LLC, our team of experts is dedicated to delivering unparalleled service and expertise. Our professionals include:
- Patrick R. Norris, ESQ., Manager of Family Office Services and Small Business
- Erica L. Ruggiero, ESQ., Associate Attorney specializing in Trusts, Wills, and Real Estate Planning
- Ashton L. Bricker, ESQ., Associate Attorney specializing in Corporate Entities and Agreements
- Maayan C. Levison, Chief Operating Officer and Chief Administrative Officer
- Steven Bayne, EA, Tax Manager and Enrolled Agent authorized to practice before the IRS and all 50 States
- Courtney Kane, Small Business Specialist, providing entity formations, licensing, and corporate recordkeeping
- Hetal Patel, Small Business Specialist, providing registrations and bookkeeping services
Excellence in Estate Planning
The reviews for Norris Legal Family Office, Norris Law, and Norris Legal Atlanta Law Group are overwhelmingly positive, with all reviewers giving the highest rating of 5 stars. The reviewers praise the professionalism, efficiency, and attentiveness of the staff, particularly Erica, Maayan, Patrick, and Blaine.
Communication
Many reviewers highlight the excellent communication throughout the process, with staff taking the time to explain complex legal documents in a clear and understandable manner. Reviewers appreciate the team's responsiveness and willingness to answer questions and address concerns.
Expertise
Reviewers praise the team's expertise and knowledge in estate planning, with some commenting on their ability to tailor their services to individual needs. The reviewers' testimonies demonstrate a high level of trust and satisfaction with the services provided.
Personal Touch
Several reviewers mention the personal touch and attention to detail provided by the team. They comment on the staff's willingness to educate them throughout the process and answer questions, making them feel informed and confident in their decisions.
