Protecting your family, your wealth, and the generations that follow.
Trust and estate counsel in Florida from an attorney who is also a CFA® Charterholder, serving clients around the country. We draft the plan. Your family keeps the legacy.
Legal structure here. Investment management alongside it.
Falcon Law Office works alongside Princeton Asset Management, LLC, an independent, fee-only fiduciary investment firm founded in 2008. It manages portfolios for families, business owners, professionals, retirees, foundations and endowments, and institutions.
Whether you are building wealth, planning retirement, preparing to sell a business, or funding a new trust, your legal plan and your portfolio can be coordinated from the start.
Princeton Asset Management specializes in the following:
Investment Management
High-conviction, actively managed portfolios built for changing markets and customized to your objectives, never pulled from a model shelf.
02Income & tax strategyRetirement Planning
Income needs, tax efficiency, and capital preservation balanced across your full financial picture, planned year by year.
03Fiduciary stewardshipTrust & Estate Investments
Trust assets invested to honor both the document and the family behind it, balancing current beneficiaries with those who come after.
04Public & private marketsMulti-Asset & Alternatives
Public equities, fixed income, and vetted private markets, with independent diligence and no placement fees.
Investment advisory services are provided by Princeton Asset Management, LLC, a registered investment adviser and a separate firm from Falcon Law Office PLLC. The two firms are affiliated through common principals. You are not required to use either firm in order to work with the other. Falcon Law Office PLLC does not provide investment advice, and Princeton Asset Management, LLC does not provide legal services.
A trust is how a family provides for its people, protects what it has built, and guides the move from one generation to the next.
Trusts and trust creation are an important way for a family to provide for family members, pass on wealth, protect that wealth, and provide continuing guidance as assets move between generations. A Special Needs Trust lets a person with a disability hold and receive financial resources without losing vital, means-tested benefits like Medicaid or Supplemental Security Income (SSI).
Read about Trusts & Estates
What we do.
Three practice areas, built around trusts. You work with the attorney from the first call to the final signature.
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Five benefits an irrevocable trust can provide your family.
Three steps. The first one is a conversation.
Consultation
We learn your family, your assets, and what you want the plan to do. You leave knowing which structures fit and which do not.
Design & drafting
We draft the will, trust, and entity documents, and walk you through every provision before you sign.
Funding & stewardship
We help move assets into the trust so it works as intended, and stay available to trustees as the plan is administered.
Legal structure and investment discipline, in one conversation.
Falcon Law Office provides trust, estate, and fiduciary legal services for individuals and their families, family offices, and foundations. Because the attorney is also a CFA® charterholder, the documents are drafted with a clear view of the assets they will hold. Click this link for more detail.
Adam Falcon, Esq., CFAAttorney, Falcon Law Office PLLC
Get started
The first conversation clarifies everything.
Tell us about your family and your goals. We will tell you plainly which structures make sense, and if we are not the right fit, we will say that too.
621 NW 53rd Street, Ste 125 · Boca Raton, FL 33487