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FAMILY OFFICE  · HERITAGE PARTNERS 

We hold the map

to everything
you've built

TK Legal's family office division — Heritage Partners — provides structured asset record management for high-net-worth individuals navigating complex domestic and cross-border estate structures. We do not manage your assets. We preserve the system that leads to them. 

"We do not hold your assets.
We hold the structure that leads to them."

Heritage Partners — Asset Record Management

"The most common cause of inheritance disputes is not the size of the estate

— it is the absence of a record."

The role was missing — until now

Your attorney handles legal matters. Your accountant handles taxes. Your private banker manages financial assets. But who holds the complete picture? Heritage Partners does.

01 

Asset Inventory & Structuring


We identify, document, and organize every asset you hold — domestic real estate, unlisted equity, overseas accounts, digital assets — into a single structured inventory. Complete, accessible, and designed to survive you.


Domestic & International

02 

Access Protocol Design


We design a precise, secure protocol specifying who can access what, under what conditions, and through which channel. No ambiguity. No delay. When it matters most, your family has everything they need. 



Succession Readiness 

03

Cross-Border Asset Management


Overseas accounts, foreign real estate, international trust structures — we document and structure cross-border assets with the precision required for international succession under both U.S. and Korean legal frameworks. 


US ·  KOREA ·  INTERNATIONAL

04

Legacy & Succession Design


For clients requiring comprehensive estate planning, we coordinate will preparation, trust structuring, corporate succession design, and cross-border inheritance execution with our network of legal, tax, and accounting partners. 


FULL SUCCESSION

SERVICE STRUCTURE

Three stages.

One integrated system

Clients may engage at any stage. We recommend beginning with a Diagnostic to establish a complete baseline of your asset structure and risk exposure. 



STAGE ONE


Diagnostic


A comprehensive assessment of your asset structure, heirship configuration, documentation gaps, and succession risk. Delivered as a formal written report with prioritized recommendations — the foundation for every engagement. 


USD 1,500~3,000

STAGE TWO


Archive


Complete asset inventory construction, access protocol design, sealed document custody, and annual update management. Includes Standard (domestic-focused) and Global (cross-border) tiers. The foundation of ongoing family office service. 


USD 5,000~10,000 / year

STAGE THREE


Legacy


Comprehensive succession design encompassing will preparation, trust structure, corporate succession planning, and cross-border inheritance execution — in full coordination with legal, tax, and accounting partners in Korea and the U.S. 


USD 30,000 ~

Charged Attorney

TAEWAN KIM, Esq.


Attorney · TK Legal & Heritage Partners 

Bar Admission : U.S. Licensed Attorney · 20+ years 

Practice : Corp. Counselling, International Asset Structuring · Estate Strategy

Ethics : ABA Model Rules · Applied to all engagements 


Taewan Kim is a U.S.-licensed attorney with over two decades of experience in international asset structure design, cross-border succession strategy, and corporate advisory. He is the Attorney of TK Legal LLC (Chicago, est. 2017) and established Heritage Partners to bring U.S.-standard family office methodology to Korean high-net-worth individuals and families with complex asset structures.


 

ABA Ethical Standards — Legally Binding, Not Optional 


Under ABA Rule 1.6, the duty of confidentiality attaches at the moment of first contact — no contract required, no fee required. Under Rule 1.7, conflict of interest prohibition applies to all representations. These are enforceable professional obligations, not internal policies. Violation can result in bar suspension or disbarment. 

TK LEGAL LLC. CHICAGO

CONFIDENTIALITY PROTOCOL

Four layers of protection

Before you share anything


Every piece of information shared with Heritage Partners is protected by a multi-layer system of legal obligation, contractual protection, technical security, and physical custody protocol.

ABA Duty of Confidentiality 


ABA Rule 1.6 applies from the first conversation. Attorney-client confidentiality is a professional obligation — not a policy — effective before any contract is signed. Breach results in bar discipline.

 

NDA Prior to Engagement 


Clients may request a Non-Disclosure Agreement before the initial consultation. This can be executed prior to any information being shared, providing contractual protection in addition to the ABA obligation. 

Encrypted Digital Storage 


All asset records are held in encrypted systems with strict access controls. No personnel may access client records without client-authorized credentials. All access events are logged and auditable. 



Sealed Physical Custody 


Critical documents may be held under sealed physical custody with a fully documented access protocol. Conditions for access — who, when, and how — are set exclusively by the client in advance. 



Ready to build your
family's asset record ?




All consultations are strictly confidential from first contact. No asset details or specific figures need to be shared at the initial stage. A brief overview of your situation is sufficient to begin. 

TK LEGAL LLC.

ⓒ 2017 TK LEGAL LLC.

Chicago, USA