Matthias & Matthias, PL

- 700 W Morse Blvd, Winter Park, FL 32789

For residents of Central Florida who are serious about their financial future and the legacy they leave behind, finding a law firm that offers more than just traditional legal services is a significant advantage. Matthias & Matthias, PL, located in Winter Park, Florida, stands out by providing an integrated approach to legal, financial, and wealth management needs. This firm operates with a comprehensive perspective, understanding that legal decisions about estate planning or business matters are deeply intertwined with financial strategy, tax implications, and asset protection. This holistic approach is designed to provide clients with a single source for sophisticated, coordinated advice that addresses their entire financial picture.

The firm's philosophy is rooted in a deep understanding of the complexities that high-net-worth individuals, families, and business owners face. They go beyond simple legal counsel to offer strategic guidance that covers everything from tax planning and investment management to family business succession and asset protection. This integrated model is a unique and valuable service for those who need more than a one-dimensional legal solution. The attorneys at Matthias & Matthias, PL are dedicated to building long-term relationships with their clients, often across multiple generations, to ensure that wealth and legacies are managed and protected with foresight and care. By combining legal expertise with financial acumen, they provide a powerful and effective service that is hard to find elsewhere.

This content is a detailed and factual overview of the services and professional approach of Matthias & Matthias, PL, created as a helpful resource for local users in Florida who are seeking integrated and expert legal and financial guidance.

Location and Accessibility

Matthias & Matthias, PL is centrally located in Winter Park, Florida, making it a convenient option for clients from throughout the greater Orlando area. The office is situated at 700 W Morse Blvd, Winter Park, FL 32789, USA. This professional and accessible location is easy to reach for clients coming from surrounding communities like Maitland, Longwood, and downtown Orlando.

The firm is committed to ensuring its office is welcoming and accessible to all. It features a wheelchair-accessible entrance, a wheelchair-accessible parking lot, and a wheelchair-accessible restroom. These thoughtful accommodations are essential for clients with mobility challenges, providing a comfortable and convenient environment for consultations and meetings. To ensure that every client receives the focused and dedicated attention their case requires, the firm recommends that appointments be scheduled in advance. This approach allows the attorneys and staff to be fully prepared and to provide a personalized, one-on-one consultation without interruptions.

Services Offered

Matthias & Matthias, PL offers a comprehensive suite of services that integrate legal, tax, and financial planning expertise. This holistic approach is designed to serve the complex needs of clients who require more than a standard attorney.

• Estate Planning: The firm specializes in creating personalized and sophisticated estate plans. This includes drafting wills, trusts, and other legal documents to ensure that clients' assets are protected and distributed according to their wishes. They help clients navigate the complexities of trust administration and probate, providing peace of mind for the future.

• Wealth Management Services: As part of their integrated model, the firm offers comprehensive wealth management services. This can include everything from investment management and financial planning to asset protection and wealth transfer strategies. They work to ensure all aspects of a client's financial life are aligned with their long-term goals.

• Tax Planning and Compliance: The firm's expertise includes sophisticated tax planning strategies. They assist clients with tax compliance, preparation, and planning, ensuring that all legal and financial decisions are made with tax efficiency in mind. This is a critical service for high-net-worth individuals and business owners.

• Business Consulting and Management: The firm provides valuable legal and business consulting for a variety of needs. This includes advising on business structuring, succession planning for family businesses, and navigating the legal aspects of financing and investment. They help entrepreneurs and business owners make sound decisions to protect and grow their assets.

• Insurance and Health Legal: The firm provides guidance on the legal aspects of insurance and health-related matters, ensuring clients are properly protected and understand their rights and obligations. This is part of the firm's overall approach to comprehensive legal and financial planning.

• Asset Protection: A key component of the firm's services is helping clients with asset protection strategies. They provide legal guidance to safeguard assets from potential liabilities, ensuring that a client's hard-earned wealth is secure for themselves and future generations.

Features / Highlights

The integrated approach of Matthias & Matthias, PL is a significant highlight, distinguishing it from many other law firms in the area.

• Holistic and Integrated Service: The firm’s ability to combine legal counsel with financial planning, tax expertise, and business consulting under one roof is a major advantage. This provides clients with a streamlined and cohesive strategy for managing their wealth and assets, avoiding the need to coordinate with multiple different professionals.

• Long-Term Client Relationships: The firm's business model is built on creating lasting relationships with clients, often serving multiple generations of a family. This long-term perspective allows for a deeper understanding of a client's goals and values, leading to more tailored and effective solutions.

• Experienced and Knowledgeable Professionals: The attorneys and staff at Matthias & Matthias, PL are highly skilled in their respective fields, providing expert legal guidance on complex matters. Their focus on the intricate details of estate planning, tax law, and asset protection ensures a high level of professional competence.

• Commitment to Accessibility and Convenience: The office’s wheelchair-accessible features and the recommendation for appointments demonstrate a thoughtful approach to client comfort and convenience. This ensures a professional and efficient experience for every visitor.

Contact Information

Address: 700 W Morse Blvd, Winter Park, FL 32789, USA

Phone: (407) 691-3300

What is Worth Choosing

For residents of Florida, particularly those in the Central Florida region with complex financial and legal needs, choosing the right firm is a decision that impacts generations. Matthias & Matthias, PL is a worthy choice because of its unique and integrated service model. Instead of relying on separate legal and financial advisors who may not be in communication with one another, clients of this firm benefit from a coordinated team approach. This ensures that every legal decision is made with a full understanding of its financial and tax implications, and vice versa.

The firm's focus on long-term relationships and holistic planning provides peace of mind that goes beyond a single legal transaction. This is a firm that helps clients build and protect their legacy, not just manage a single issue. For business owners, high-net-worth individuals, and families looking for a comprehensive and strategic partner for their legal and financial well-being, Matthias & Matthias, PL offers a professional, expert, and highly valuable service that is a smart investment in their future.

Matthias & Matthias, PL

700 W Morse Blvd, Winter Park, FL 32789, USA