Who We Serve
At Roots and Wings Legal, we proudly serve individuals and families who view wealth as more than a means to an end.
Our clients—whom we call Legacy Visionaries™—seek to create unity, preserve their values, and foster meaningful impact across generations.
Business Owners Preparing for Succession
Securing their legacy through thoughtful succession and stewardship.
Philanthropic Families
Aligning giving with values to create meaningful impact.
Multi-Generational Leaders
Preserving harmony and continuity across generations.
Ready to Get Started?
Families choose us because they want to:
✅ Strengthen family unity and prepare the rising generation for leadership.
✅ Create estate plans that reflect their values and protect their legacy.
✅ Design a comprehensive strategy for wealth preservation and impactful giving.
With our Legacy Engineering™ approach, we help you create intentional legacies that inspire, protect, and endure
Roots and Wings
Legal
Introducing Legacy Engineering™
An exclusive approach to secure your family’s values and vision.
Roots and Wings Legal
An exclusive approach to secure your
family’s values and vision.
ADDRESS
Roots and Wings Legal,
1990 N. California Blvd., Suite 800
Walnut Creek, CA 94596
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PHONE
(925) 289-8990
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