Strategic Wealth Protection,
Structured for Legacy Succession
White-glove concierge legal and tax planning for founders, business owners, and multi-estate families; integrating asset protection and estate continuity into a single coordinated plan.
Let's start
Clarity and Strategy When It Matters Most
Complex assets. Tight timelines. High stakes. Precision determines outcomes; coordination sustains them.
What you'll get
Tax-integrated structuring: entity design, distributions, and transactions aligned with your long-term plan.
Asset protection: deliberate separation of risks across operating companies, holding entities, and trusts.
Estate continuity: governance and succession that preserve control, privacy, and family intent.
Implementation: white-glove concierge execution—documentation, filings, and funding handled end to end.
Annual compliance: ongoing renewals, filings, and reviews to keep structures current and protected.
Timelines shift; transactions proceed. Lead with structure.
TESTIMONIALS
Trav Bowen is a wealth of knowledge. He has assisted us in setting up our business. He has made what was very overwhelming simple and peaceful. We have had a great experience over the past 6 years leaning on Trav an his knowledge to grow our business. What a great blessing to have an attorney you can trust who you know has your back and not your pocketbook!
We have worked with Trav Bowen and the Private Wealth Law firm for several business needs. They continue to exceed our expectations. Trav is extremely diligent but also explains things in a way that’s easy to understand. He always has our best interest. They created our Partnership Agreement, gave our entities a strategic design for tax and risk benefits, and assisted us in acquiring other businesses. We highly recommend the Private Wealth Law firm.
We are always very impressed with Trav’s strong work ethic and integrity when working with him. He is honest and extremely knowledgeable. Strongly recommend.
Our Offices
Utah Office
257 East 200 South, Suite 1080
Salt Lake City, UT 84111
Texas Office
111 Congress Avenue, Suite 500
Austin, TX 78701
