Situation
21-year marriage; $42M marital estate; closely-held business, multiple real estate holdings, complex equity compensation, separate-property tracing through commingled accounts.
What we did
12-month engagement involving business appraiser, forensic accountant, and tax counsel. Settled via mediation following extensive classification and valuation work.
Outcome
Comprehensive separation agreement with operating business retained by client, offsetting real estate and equity allocation, tax-aware structuring, and successful tracing of $1.8M in separate property.
Past results do not guarantee future outcomes. Each case is unique.