Who I Serve

Strategic Legal Counsel for Businesses, Investors, and Growth-Focused Organizations

Atrivus Legal was built to support clients whose goals extend beyond the routine. My work focuses on helping companies, investors, financial platforms, and entrepreneurs navigate complex legal, regulatory, and strategic challenges with clarity and confidence. I tailor every engagement to the unique needs of each client, embedding into their operations and guiding decisions that shape growth, structure, compliance, and opportunity.

Below is an overview of the types of clients I work with and how I support them.

Startups and Growth-Stage Companies

I help founders and leadership teams lay the right legal foundation for success from day one. That includes choosing and forming the appropriate entity, drafting and negotiating contracts, protecting intellectual property, preparing for capital raising, and building governance structures that evolve with the company.

How I support startups:

  • Entity formation and structuring

  • Contract drafting, review, and negotiation

  • Employment and compensation agreements

  • Capital raising and investor documentation

  • Ongoing fractional general counsel support

Established Businesses and Closely Held Companies

As businesses grow, their legal needs become more complex. I provide strategic counsel to help companies manage risk, structure governance, negotiate deals, and plan for future growth. My work often includes ongoing general counsel services, strategic transaction support, and board advisory.

How I support established companies:

  • Fractional general counsel services

  • Corporate governance and board advisory

  • Commercial contracts and vendor agreements

  • Mergers, acquisitions, and joint ventures

  • Expansion, restructuring, and exit planning

Investment Sponsors, Fund Managers, and Syndicators

I advise sponsors and managers throughout the entire investment lifecycle. From designing fund structures and drafting offering documents to guiding investor relations and ongoing operations, my work is designed to help you raise capital with confidence and manage investments effectively.

How I support sponsors and managers:

  • Fund and entity formation, including LLCs, LPs, and SPVs

  • Private offerings and Regulation D compliance

  • Operating agreements and subscription documents

  • Investor communications, disclosures, and governance

  • Structuring management entities and carried interest

Investment Advisers, RIAs, and Family Offices

I understand the regulatory and operational complexity that investment advisers and family offices face. My services include regulatory guidance, drafting advisory agreements, structuring partnerships, and providing ongoing general counsel support to protect client relationships and ensure compliance.

How I support advisers and family offices:

  • Regulatory strategy and compliance advisory

  • Investment advisory agreements and client documentation

  • Corporate structuring and governance support

  • Strategic transactions, partnerships, and co-investments

  • Ongoing legal counsel and compliance support

Broker-Dealers and Financial Platforms

The broker-dealer landscape is evolving, and regulatory expectations are increasing. I help broker-dealers and financial platforms address complex compliance obligations, structure their businesses, manage FINRA and SEC requirements, and plan strategically for growth.

How I support broker-dealers:

  • Formation, structuring, and registration guidance

  • Compliance program design and ongoing legal support

  • Marketing and advertising review under FINRA Rule 2210

  • Transactional and partnership agreements

  • Strategic growth planning and regulatory risk management

Real Estate Sponsors, Developers, and Operators

I advise real estate sponsors and operators on the full range of legal issues involved in structuring projects, raising capital, managing investor relationships, and scaling platforms. My experience includes joint ventures, co-GP arrangements, syndications, and ongoing governance work.

How I support real estate clients:

  • Entity formation and project-level structuring

  • Private offerings and investor documentation

  • Joint ventures, partnerships, and co-GP arrangements

  • Ongoing legal counsel and operations support

Family-Owned Businesses and Private Enterprises

Closely held and multi-generational businesses require thoughtful legal guidance that balances governance, succession, and long-term planning. I help family enterprises develop ownership structures, governance frameworks, and strategic plans that protect their legacy while enabling future growth.

How I support private businesses:

  • Governance and ownership agreements

  • Succession planning and restructuring

  • Strategic transactions and expansion support

  • Ongoing legal counsel and advisory services

Technology Companies and Digital Platforms

Technology companies face unique challenges involving regulatory uncertainty, partnership structuring, data use, and market expansion. I help these clients navigate legal complexity while enabling innovation and growth.

How I support technology clients:

  • Platform structuring and governance

  • Strategic partnerships and vendor agreements

  • Fundraising and investor documentation

  • Ongoing legal and compliance advisory

A Legal Partner Built Around Your Needs

No two clients are alike, and no two engagements are identical. My goal is to build relationships that evolve alongside your business, providing legal guidance that adapts to changing markets, regulations, and strategic priorities. Whether you are forming your first entity, launching a new investment platform, expanding operations, or preparing for an exit, Atrivus Legal is structured to support you every step of the way.