Legal counsel shouldn't exist in a silo.
Portfolio Counsel provides practical, integrated legal counsel to individuals, families, and business owners, designed to look beyond individual documents and consider the bigger picture.
We focus on three core areas: estate planning, business counsel, and risk & liability advisory. By coordinating legal documents, ownership structures, contracts, and insurance programs, we help clients identify gaps before they become costly problems.
From estate planning to business ownership and risk & liability advisory, Portfolio Counsel provides integrated legal counsel designed to support the people, businesses, and legacies our clients are building.
Estate Planning
Protecting your family, organizing your assets, and planning for the future.
Portfolio Counsel creates coordinated estate plans that address asset management, incapacity, and wealth transfer. We align wills, trusts, powers of attorney, beneficiary designations, and asset ownership with each client’s personal and financial goals.
- Estate Planning
- Revocable & Irrevocable Trust Planning
- Wealth Transfer Planning
- Charitable Gifting Strategies
- Powers of Attorney & Advance Directives
- Family Governance & Legacy Planning
- Coordination with Financial Advisors, CPAs, and Other Advisors
Business & General Counsel
Strategic legal counsel for founders, entrepreneurs, investors, and closely held businesses.
Portfolio Counsel serves as a trusted legal advisor throughout the business lifecycle—from formation and governance to growth, strategic transactions, succession, and ongoing legal counsel. We provide practical, business-minded guidance designed to help owners make confident decisions while protecting long-term enterprise value.
- Outside General Counsel
- Founder & Executive Advisory
- Commercial Contracts & Strategic Transactions
- Succession & Ownership Planning
- Coordination with Accountants, Financial Advisors, and Other Professionals
Risk Management
Bringing clarity to complex ownership structures, liability exposures, and insurance programs.
Portfolio Counsel advises clients on the legal and practical coordination of significant personal assets, ownership entities, liability exposures, and insurance structures. We work alongside insurance professionals, family offices, accountants, and other advisors to help ensure that legal ownership, liability protection, and insurance coverage remain aligned as wealth grows and circumstances evolve.
- Private Client Insurance Risk Review
- Asset Ownership & Liability Review
- Insurance Structure & Coverage Coordination
- Entity & Ownership Mapping
- Risk & Liability Mapping
- Family Office Coordination
Your Legacy Deserves a Real Plan.
A free 15-minute call is all it takes to get started. No pressure, no commitment. Just a conversation about what matters most to you, your family, and your business.
Or start directly with the pillar that fits your needs
Private Client Planning
For individuals, couples, families, and business owners who want to create or update wills, trusts, powers of attorney, healthcare directives, and related planning documents.
Business & General Counsel
For founders, entrepreneurs, investors, and closely held businesses seeking ongoing legal counsel on formation, governance, contracts, transactions, succession, and ownership planning.
Risk Management
For private clients, family offices, and business owners who need coordinated review of ownership structures, liability exposures, insurance programs, and entity mapping.
Nicole Koppinger
Nicole Koppinger, Attorney & Founder, State Bar of Michigan P86564
Connect on LinkedInMost families and business owners have legal documents, business entities, and insurance policies that were created separately, but they rarely work together.
I founded Portfolio Counsel to provide individuals, families, and business owners with practical legal counsel that considers the bigger picture.
I started this practice because I saw too many clients discover gaps after the fact, when they were far more expensive to fix. My practice focuses on three core areas:
- Estate Planning: trusts, wealth transfer, and legacy planning.
- Business Counsel: outside general counsel, contracts, transactions, governance, and strategic legal guidance.
- Risk & Liability Advisory: helping clients identify gaps between their legal structure, ownership, contracts, and insurance program to help ensure coverage aligns with their risks and long-term objectives.
Whether reviewing ownership structures, trusts, contracts, liability exposures, or insurance programs, I believe your legal documents, business entities, and insurance policies should work together, so you can identify potential gaps before they become costly problems.
Begin a confidential conversation.
Engagements begin with an introductory consultation to understand your family, your holdings, and the outcomes that matter most.
State Bar of Michigan P86564