Portfolio Counsel PLLC advises families, founders, and closely held businesses on estate planning, business ownership, and risk & liability advisory.
We believe the best legal advice comes from understanding the broader picture. By partnering with our clients and their trusted advisors, we help ensure legal strategies align with their personal, business, and long-term objectives.

Portfolio Counsel helps individuals, families, founders, and business owners organize their legal planning, align ownership structures, and manage risk across personal and professional priorities.
Protecting wealth, preserving family legacies, and preparing for the future.
Portfolio Counsel advises individuals, families, and business owners on the legal structures that support thoughtful wealth transfer, long-term asset ownership, and generational planning. We work closely with clients and their trusted advisors to create coordinated estate plans that reflect both their personal goals and financial lives.
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.
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.
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 and your family.
Select one of the three pillars above and begin the consultation process. Each path leads to a confidential conversation with Portfolio Counsel PLLC.
For individuals, couples, families, and business owners who want to create or update wills, trusts, powers of attorney, healthcare directives, and related planning documents.
For founders, entrepreneurs, investors, and closely held businesses seeking ongoing legal counsel on formation, governance, contracts, transactions, succession, and ownership planning.
For private clients, family offices, and business owners who need coordinated review of ownership structures, liability exposures, insurance programs, and entity mapping.

Nicole brings a multidisciplinary background in law, commercial insurance, real estate, and risk management to help clients approach planning with clarity and structure. Before founding Portfolio Counsel, Nicole practiced law at Clark Hill PLC and later advised clients in the commercial insurance and risk management space, giving her a practical understanding of how legal planning, asset ownership, liability exposure, and long-term family goals intersect.
At Portfolio Counsel, Nicole helps clients create thoughtful estate plans, coordinate trust and asset ownership decisions, and identify planning gaps before they become reactive. Her approach is strategic, organized, and relationship-driven, designed to help families, founders, and business owners make informed decisions with greater confidence.
Engagements begin with an introductory consultation to understand your family, your holdings, and the outcomes that matter most.