The Go-To Resource Orthopedic Surgeeons
Precision Planning for High-Performing Orthopedic Surgeons
From surgery center structuring to long-term exit strategies, we deliver tailored financial and legal guidance for orthopedic specialists at the top of their game.
What We Do
Planning Solutions for Orthopedic Surgeons
We help orthopedic surgeons safeguard their wealth, optimize tax outcomes, and plan for long-term financial success. Our specialized team delivers integrated planning across legal, tax, estate, and financial strategies—freeing you to focus on your patients while we focus on your future.
Wealth Management
Grow and preserve your wealth with investment strategies aligned to your professional income and long-term goals.
Asset Protection & Estate Planning
Ensure your wealth is transferred efficiently and securely with legacy strategies tailored to the complexities of high-net-worth orthopedic surgeons.
Tax Planning & Preparation
Reduce your tax liability with proactive, specialty-specific strategies that reflect the income structure of surgical practice.
Private Banking & Lending
Access customized banking relationships and financing solutions that support both personal investments and surgical practice expansion.
Business Advisory
Structure your surgery center or group practice for legal protection, operational efficiency, and scalable growth.
Practice Growth & Exit Strategy
Strategically scale your orthopedic practice and plan a profitable, well-timed exit with expert business transition planning.
meet our experts
Trusted Advisors for You and Your Orthopedic Practice
James Atwood
Estate Planning & Legacy Strategy for Orthopedic Surgeons
Safeguard your personal and professional wealth from liability while building a lasting legacy with strategies tailored to surgical specialists.
Victor McCall
Business Law & Legal Structuring for Orthopedic Surgeons
Choose and optimize the right entity structure to support surgery center operations, limit liability, and maximize tax efficiency.
Julio Garcia
Tax Planning & Accounting for Orthopedic Surgeons
Keep more of what you earn with proactive tax strategies and specialized accounting built for the revenue dynamics of orthopedic surgeons.
Sindy Kong
Wealth Management and Growth Strategies for Orthopedic Surgeons
Build long-term financial independence with investment strategies tailored to your career trajectory and risk profile.
Blanca Franco
Private Banking and Lending Solutions for Pain Orthopedic Surgeons
Leverage exclusive financing and banking tools to support practice expansion, equipment upgrades, or personal investments.
Consultant Name
Practice Growth & Exit Strategy for Orthopedic Surgeons
Whether you’re expanding, merging, or preparing to sell, we help you create a business transition plan that protects value and supports a smooth exit.
How We Can Help
Asset Protection and Estate Planning for Orthopedic Surgeons
Protect What You’ve Built
Use proven legal tools to shield your personal and business assets from lawsuits, creditors, and unforeseen liabilities.
Plan for a Lasting Legacy
Ensure your wealth transitions smoothly to the next generation with estate strategies aligned to your values and long-term goals.
Integrate Estate & Practice Planning
Coordinate your personal estate plan with your business exit strategy for a seamless and tax-efficient transition.
How We Can Help
Legal Structuring & Business Law for Orthopedic Surgeons
Victor McCall
Business Law & Legal Structuring for Physicians
Strengthen Contracts & Compliance
Establish the optimal business structure to support liability protection, tax efficiency, and surgery center operations.
Form the Right Entity
From employment agreements to vendor contracts, we help you review, negotiate, and enforce key legal documents.
Navigate Mergers & Growth
Get legal guidance on expanding your practice, joining a group, or managing complex business transitions with confidence.
How We Can Help
Advanced Tax Strategy & Preparation for Orthopedic Surgeons
Maximize After-Tax Income
Implement proactive tax planning that helps you retain more of your surgical income and minimize year-end surprises.
Navigate Multi-Entity Tax Structures
Coordinate taxes across your practice, surgery center, and investments with strategies designed for complex financial structures.
Align Taxes with Your Financial Goals
Integrate tax planning with your broader financial strategy to support long-term growth, retirement, and legacy planning.
Common Challenges We Solve
Why Orthopedic Surgeons Need a Specialized Team
We Help Orthopedic Surgeons Avoid These Critical Mistakes:
- Overlooking tax-saving opportunities unique to surgical income and multi-entity structures.
- Operating under the wrong business entity, increasing liability and reducing financial efficiency.
-Failing to plan for surgery center expansion or exit, risking lost value and missed timing.
- Using generic advisors who don’t understand the surgical and regulatory complexities of orthopedic practice.
- Neglecting estate and asset protection, leaving personal wealth exposed to litigation or mismanaged transitions.
Built for the Business of Orthopedic Surgery
Designed around the financial, legal, and operational challenges of high-performing surgeons navigating complex practice environments.
Comprehensive, Physician-Focused Planning
Align legal, tax, and financial strategies to reduce friction, increase control, and create long-term efficiency.
Strategy for Today, Growth for Tomorrow
Make confident business decisions with guidance built around the realities of surgical operations and practice growth.
Why Planning is Matters for Orthopedic Surgeons
Nearly 15% of orthopedic surgeons face a malpractice claim every year, and an astonishing 99% experience at least one claim by age 65 (Source)
More than 80% of orthopedic surgeons surveyed have been sued at some point, with one-third reporting settlements and 35% spending over 40 hours on legal defense (Source)
80% of hip and knee orthopedic surgeons will face malpractice litigation at least once in their careers—highlighting the need for proactive legal and asset protection planning (Source)
Help on Demand
Select Which Area You'd Like to Learn More About
Explore each category below to discover focused, physician-specific strategies designed to solve your biggest financial, legal, and business challenges—starting with a quick, high-impact webinar.
Secure Your Legacy with Confidence
Structure your estate to minimize taxes, avoid probate, and ensure a smooth transition of wealth and business interests.
Turn Income into Long-Term Wealth
Discover tax-saving strategies used by high-income physicians to reduce liability and increase after-tax wealth.
Operate with Protection and Precision
Set up and maintain the right legal structure to limit liability, support growth, and ensure compliance.
Invest Like a High-Performer
Invest with intention using customized strategies that reflect your income level, risk tolerance, and exit timeline.
Fuel Growth with Strategic Capital
Access exclusive private banking services and tailored lending options to support your practice and lifestyle goals.
Scale Smart. Exit on Your Terms.
Prepare your practice for expansion, sale, or succession with expert planning designed for surgical professionals.
Take the next step toward a more secure, profitable future—your practice deserves a plan built for orthopedic excellence.
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