A quieter way to preserve
what took a lifetime to build.
One advisor. One client at a time. Counsel that draws on a Harvard MBA, a Columbia JD, and fifteen years of private equity — applied with the patience of a country solicitor.
Three doors to the same room — opened in the East Valley.
The East Valley has quietly become home to the families, founders, and physicians who power Phoenix. For too long they have been told to drive into Scottsdale for serious counsel.
We have rooted the practice in Gilbert deliberately. A private practice belongs to a place — and clients are seen in person, on a calendar that protects the depth of every meeting.
Tax Strategy
Multi-year planning that treats the tax code as architecture, not arithmetic. Section 1031 exchanges, qualified opportunity zones, charitable remainder structures, and Roth conversion ladders, structured against your specific timeline.
Estate & Legacy
Trust design, generational wealth transfer, and the slow craft of writing a will that does what you actually mean. Drafted with the rigour of a Columbia-trained attorney, not the templates of a software portal.
Wealth Retention
Concentrated-position diversification, asset-protection structures, and prudent allocation across public and private markets. Built to compound through cycles rather than chase them.
Benjamin Coats.
MBA. JD. Backpacker.
Fifteen years across private equity, executive leadership of an international public company, and the founder's chair of more than one young company. The breadth of the work is the point — wealth that took decades to assemble rarely sits in a single account.
On weekends he is more likely to be found at the bottom of a reef or the top of a granite spine. He thru-hiked the 2,650-mile Pacific Crest Trail because preparation, persistence, and a willingness to be unhurried tend to compound — qualities he brings to every engagement.
New engagements begin at $500,000.
A small book is the only way the math of advanced planning pays for itself — and the only way every client receives the unhurried attention their estate deserves.
We answer in person, and within two days.
A first conversation costs nothing and commits to nothing. Tell us a little about your situation; Mr. Coats will write back to arrange a quiet hour at our Gilbert office, or by telephone if you prefer.