Louisville, KY — October 15, 2026 — Hargrove Firm, a leading national law firm delivering attorney-led estate planning in partnership with wealth management firms, today announced the launch of business structuring services designed to help financial advisors and their clients address business ownership as part of a broader wealth and estate planning strategy.
The new offering expands Hargrove Firm’s attorney-led model that supports a range of business structuring needs, from single-member LLC formation and foundational legal documentation to more complex multi-member entities, governance arrangements and advanced planning structures for high-net-worth clients. Hargrove Firm will offer services through fixed-fee tiers, with bespoke services available for more complex needs, giving advisors and their clients greater clarity around the scope and cost of legal support. Business structuring services can be purchased as standalone engagements or in conjunction with an estate plan.
“Business ownership is often inseparable from the rest of a client’s financial and estate plan, but advisors have historically had few efficient ways to bring legal support into that conversation,” said Alex Hargrove, J.D., CEO of Hargrove MSO. “We built this service around the same principle that drives our estate planning model: clients should have an attorney accountable for the legal work, while advisors should have a clear and transparent way to keep that work connected to the broader planning relationship.”
Through Hargrove Firm, clients begin with an attorney consultation focused on assets, ownership, liability, tax and estate planning considerations. The firm then designs the appropriate structure, prepares the required legal documents and coordinates execution. When business structuring and estate planning are undertaken together, each engagement can be managed through its own workflow in the Hargrove portal, supported by Hargrove MSO’s technology-enabled infrastructure. This helps keep the processes coordinated while allowing each to move according to the client’s needs.
“Business structuring involves more than forming an LLC or preparing legal documents. The ownership structure, governance provisions and liability considerations should reflect the client’s circumstances and long-term objectives,” said Nate Wolfley, Senior Business Attorney of Hargrove Firm, who heads the new service. “An attorney who is directly connected to the rest of the client’s wealth planning will naturally steer clients toward ownership and governance choices that are in harmony with their overarching goals.”
“For advisors, seeing that a client owns a business or is preparing to start one should create an opportunity to make sure the legal structure actually supports the rest of the plan,” Wolfley said. “This gives advisors a way to bring an attorney into that work without sending the client into a separate, disconnected legal process with unpredictable results.”
The launch reflects Hargrove Firm’s broader effort to make attorney-led legal planning more accessible within the wealth management relationship. Hargrove MSO has established partnerships with wealth management firms collectively representing nearly $1 trillion in assets under management. Supported by Hargrove MSO’s technology and operational infrastructure, the firm combines direct attorney accountability with the efficiency, visibility and scalability financial advisors need to integrate legal planning into client relationships.
About Hargrove Firm
Hargrove Firm (Hargrove Online, PLLC) is an independently owned national estate planning law firm providing attorney-led, malpractice-backed estate planning in all 50 states, delivered in partnership with wealth management firms. The firm combines attorney accountability with technology-enabled workflows designed to create a more efficient and transparent legal planning experience. Learn more at hargrovefirm.com.
About Hargrove MSO
Hargrove Management Services Organization, Inc. (“Hargrove MSO”) provides business, administrative and operational support services to Hargrove Firm, including partnerships, marketing, advisor success, onboarding and client support.
Hargrove Management Services Organization, Inc. is not a law firm and does not provide legal advice. All legal services are provided by Hargrove Firm, an independently owned law firm.
Media Contact
Bernardo Soriano
Gregory Agency for Hargrove MSO
bsoriano@gregoryagency.com
914-656-3880