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Roots and Wings Legal, P.C.

https://rootsandwings.legal

Roots and Wings Legal™ specializes in transformative estate planning, business succession, and asset protection for first-generation wealth creators and high net worth business owners. Founded on the principles of stewardship, purpose, and philanthropy, our firm goes beyond traditional legal services by helping families align their wealth with their values through our innovative Legacy Engineering™ methodology.

We empower visionary family leaders to:

  • Preserve family harmony through shared vision and strategic clarity.
  • Build legacies that extend purpose and impact across generations.
  • Integrate philanthropy as a meaningful part of their legacy.

At Roots and Wings Legal™, we treat family wealth as a family enterprise, offering holistic, values-driven solutions to turn financial success into lasting significance. Located in Walnut Creek, California, we proudly serve clients across the state, delivering clarity, connection, and peace of mind.

1990 N. California Blvd.
8th Floor Suite 800
Walnut Creek, CA 94596
Map

925-289-8990
925-289-9068
Email

  • Legal Services

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