Review and analyze account records, correspondence, policies, procedures, and other evidence in trust, estate, securities, banking, and wealth‑management disputes to clarify facts and standards of care, including forensic review of financial records, damages and loss calculations, and analysis of internal controls and governance in matters involving alleged mismanagement, fraud, or financial abuse, and then provide an expert opinion and recommend next steps. If a matter falls outside our core scope, we draw on a collegial network of fellow experts to assist.
Provide litigation support throughout mediation, arbitration, and trial, whether on a specific project or as ongoing, coordinated advice, including early case assessment, strategy input, preparation for examining other witnesses and experts, and written reports with clear opinions tailored to mediation, arbitration, or court, with a flexible engagement that evolves with the matter to deliver efficient, high-value service.
Prepare expert reports and affidavits and offer clear, standards‑based testimony in negotiations, mediation, arbitration, depositions, and state or federal court. Designated and admitted as an expert witness in court and during the FINRA twenty‑day arbitration period. Serve as a resource when counsel needs a professional expert opinion, coordinating as needed with a collegial network of other skilled experts and professionals. Known for direct, clear, and unflappable presentation under examination.
Our services are custom‑tailored to each matter. Fees are straightforward, billed in ten‑minute increments at an hourly rate, with a deposit retainer required. As the case evolves, the engagement is adjusted to best serve counsel’s needs and the client’s interests.
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