We apply our deep knowledge of the law and technology to design new and better ways for our clients to achieve their financial objectives.

Track Record

Our innovations demonstrate that Emerson and Christensen are both right (see inset). We invented designs that clients wanted, but in many cases assumed they could not have. We believe it is our job to figure out what is possible.

Timeline of Key Events

After nearly 50 years of scant rule-making activity, the first decade of this century has seen two major deferred compensation tax laws, 409A and 457A, and two comprehensive corporate regulatory acts – Sarbanes Oxley and Dodd Frank.
"If a man has good corn or wood, or boards, or pigs, to sell, or can make better chairs or knives, crucibles or church organs, than anybody else, you will find a broad hard-beaten road to his house, though it be in the woods."
-- Ralph Waldo Emerson
"Generally, disruptive innovations were technologically straightforward, consisting of off-the-shelf components put together in a product architecture that was often simpler than prior approaches. They offered less of what customers in established markets wanted and so could rarely be initially employed there. They offered a different package of attributes valued only in emerging markets remote from, and unimportant to, the mainstream."
-- Clayton Christensen