Below is a description of representative engagements of TJC Law Group:

SERVICES AS OUTSIDE GENERAL COUNSEL

Mr. Cohen serves in the role of outside general counsel to companies in various industries, including Aristotle Capital Management LLC, a nation-wide investment advisory firm with over $5 billion in assets under management.  He draws on his long experience both as an executive and as outside counsel to manage legal risk, identify and select qualified counsel for specific engagements and ensure that the business objectives of every engagement remain the primary focus. Whether the engagement involves a transaction, an important contract or relationship or litigation, our focus is achieving the business goal efficiently and cost effectively.

INVESTMENT AND WEALTH MANAGEMENT

We provide strategic legal insights to clients in the investment management and other industries on a variety of business, litigation, employment and risk management related issues.  We represent RIAs managing separately managed accounts, sub-advising mutual funds, and managing other investment vehicles. TJC Law Group also represents Echelon Partners LLC, a leading investment bank specializing in mergers, acquisitions, lift-outs, and other transactions involving RIAs and other investment advisory firms. We represent clients in acquisitions, breakaways and lift-outs and related litigation (see Litigation and Arbitrations and Mergers and Acquisitions).

GENERAL CORPORATE

We represent companies in a variety of industries, including Vista Investments LLC, a hotel management, development and design/build real estate firm that owns, develops and manages hospitality assets on the West Coast. Vista is also the owner of the Vagabond Inn franchise. We provide legal advice to Vista on general corporate and civil litigation matters, partnership and development deals, acquisitions, finance and employment matters. We also represented Construction Protective Services, Inc., a nation-wide electronic security, guard company with advice on acquisitions, corporate, real estate and finance matters and civil litigation, and in its eventual sale to Guarda Security Inc. We frequently review and negotiate a variety of agreements, including those related to limited liability companies, partnerships, joint ventures and employment, consulting and other commercial matters. 

LITIGATION AND ARBITRATION

We are experts in litigation and arbitration involving registered investment advisers (RIAs) and advisory representatives involved in lift-outs, breakaways and other transactions, including issues related to alleged misappropriation of trade secrets and non-compete and non-solicitation agreements.  We are experts in trade secret litigation in the investment industry.

HIGH NET WORTH AND FAMILY OFFICE CLIENTS

TJC Law Group serves as counsel to high-net worth individuals and families in connection with their investment, real estate, general corporate, commercial/contract, employment and civil litigation matters, effectively filling the role of general counsel for these clients.