TriCord Legal: Where Financial and legal Advice Unite
What business owners are saying about TriCord Legal…
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TriCord Legal: Where Financial and Legal Advice Unite
What Business Owners Are Saying About TriCord Legal
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What Business Owners Are Saying About TriCord Legal
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Legal Services for Business Owners
TriCord Legal Services, Inc. is a separate company affiliated with TriCord Advisors and provides legal services to our clients when appropriate.
Prior to joining the TriCord Advisors team, Jeremiah Lee spent seven years with Best Best & Krieger LLP, a full-service law firm with over 200 attorneys and 10 offices. He practiced as a business attorney in California focusing his time on mergers and acquisitions, estate planning, and business and succession planning.
BUSINESS PLANNING AND LEGAL SERVICES
Buy/Sell
Agreements
Redemption
Agreements
Merger & Acquisition
Transactions
Business Exits
and Sales
ENTITY FORMATION
Succession
Planning
Limited Liability
Companies
Building Wealthy Habits
A weekly discussion by TriCord Advisors about the questions and topics that impact your legal and financial future.
Meet Jeremiah Lee
Jeremiah J. Lee, J.D. CFP®
Principal & Chief Executive Officer
Your Financial Planner and Attorney, All in One.
Jeremiah helps business owners and professionals take control of their finances and get excited about their futures. He is both a financial planner and an attorney—providing holistic services that add real world value to clients’ lives. Jeremiah joined TriCord Advisors, Inc. in 2020 and founded TriCord Legal Services, Inc. to provide legal services to the clients of TriCord Advisors when needed.
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