High Net Worth Litigation.
When the estate holds a company, a portfolio, and a fleet, the financial workup is the case. We give counsel trial-grade support for the largest matters they will ever carry.
Supported Practice Area
Built for the Largest Estates in the Room.
High-net-worth litigation is financial forensics under courtroom rules. The questions sound simple — what exists, what is it worth, whose is it, and who owes whom — but answering them across operating companies, investment portfolios, equity compensation, real property, and vessels demands disciplined records work, the right experts, and a file organized long before anyone says “your witness.”
NCBA Limited supports counsel in California and Nevada on exactly this work, under the direct supervision of counsel. The engagements we have carried include matters for chief executives of major technology companies and estates running into the hundreds of millions of dollars — asset schedules that counted multiple large yachts among the holdings, and financial matters as large and complex as these courts see.
The doctrine is where we live. Characterization and tracing through years of commingled accounts — direct tracing and family-expense analyses, built transaction by transaction. Apportionment of business growth under Pereira and Van Camp. Moore/Marsden community-interest calculations on real property. Time-rule allocation of stock options, RSUs, and deferred compensation. Watts charges and Epstein credits reconciled period by period, separate-property contribution reimbursements documented to their source records, and equalizing payments modeled with interest and security terms. This is the arithmetic judgments turn on, and we prepare it so counsel can argue it with total command.
Behind that work stands a maintained bench of experts counsel can deploy in any case: forensic accountants, business valuators, real property appraisers, marine and aircraft appraisers, art and collectibles specialists, vocational examiners, and compensation consultants — each briefed from organized source records, so the opinions that reach trial withstand cross-examination.
What We Handle
How NCBA Supports High Net Worth Litigation Practices.
Business Valuation & Apportionment
Operating companies and professional practices valued through the experts counsel selects — income, market, and asset approaches — with community and separate growth apportioned under Pereira and Van Camp and every input documented to its source record.
Tracing & Characterization
Separate and community property traced through years of commingled accounts — direct tracing and family-expense analyses built transaction by transaction, exhibits keyed to the bank records, so characterization arguments rest on documents rather than declarations.
Equity & Executive Compensation
Options, RSUs, performance units, and deferred plans inventoried from grant documents and plan terms — time-rule allocations modeled to date of separation, vesting schedules mapped against both division and income available for support.
Reimbursements & Equalization
Watts charge and Epstein credit schedules reconciled period by period, separate-property contribution reimbursements documented, and equalizing payments modeled with interest and security terms — the arithmetic the judgment turns on, ready for the bench.
Complex Asset Workups
Yachts, aircraft, art, and multi-property portfolios cataloged — registries, titles, insurance schedules, and lien positions assembled, appraisals coordinated — the marshaling discipline that keeps a sprawling estate visible, valued, and divisible.
Trial Finance & Demonstratives
Financial evidence built for a courtroom: schedules reconciled to the exhibits behind them, summaries prepared with their evidentiary foundations, and demonstratives that let a trier of fact follow nine figures of movement without losing the thread.
Quiet Experience
We Have Seen What Nine Figures Looks Like in Discovery.
The firms we support have trusted us with their most demanding engagements: chief executives of major technology companies, marital estates in the hundreds of millions of dollars, holdings that ranged from operating businesses to multiple large yachts. No one will ever hear the details from us — in matters like these, discretion is the first deliverable, and attorney-client privilege governs everything we touch. What counsel gains is capacity: command of an enormous financial record, a standing bench of forensic and valuation experts, and workups that arrive at trial already courtroom-shaped. Your client sees a firm that was ready for their world. The machinery behind that readiness is ours — and it never leaves your supervision.
As with every NCBA engagement, all legal support tasks in this practice area are performed under the direct supervision of licensed counsel — the ethical model our entire company is built on.
Our Compliance & Ethics ModelThe NCBA Standard
How Every Assignment Runs.
Directed by Counsel
Attorneys define the assignment, the strategy, and the standard. We execute inside those lines — never outside them.
Prepared by Specialists
Trained legal support professionals who know this practice area’s documents, deadlines, and courts.
Reviewed & Owned by Your Firm
Everything we produce goes to counsel for review. The judgment, and the work product, remain the firm’s.
Common Questions
Questions Attorneys Ask About Our High Net Worth Litigation Support.
What size of estate justifies this level of support?
There is no fixed threshold — the trigger is complexity, not a number. When a marital estate holds operating businesses, equity compensation, real property portfolios, or vessels and aircraft, the financial workup becomes the case, and that is the work we are built for. Our experience runs to nine-figure estates, so no matter arrives too large.
Do you replace the forensic accountant or valuation expert?
No — we make them better. Counsel selects the experts; we brief them from organized source records, reconcile their schedules to the exhibits behind them, and keep every opinion traceable to its documents so it withstands cross-examination. We maintain a standing bench of forensic accountants, business valuators, appraisers, and compensation specialists counsel can deploy.
How is confidentiality handled for high-profile clients?
With the strictest protocols we operate: need-to-know staffing, restricted access, and no acknowledgment of the engagement outside the team that serves it. Under Business and Professions Code section 6453, our duty to preserve client confidences and the attorney-client privilege matches an attorney’s own — and in this practice, discretion is the first deliverable.
Who directs the analysis — NCBA or the attorney?
The attorney, always. NCBA Limited is a paralegal organization under Business and Professions Code section 6450: counsel define the theories, review every schedule, and own the work product. What we provide is trial-grade preparation capacity under their direct supervision.
Explore Other Practice Areas
Let’s Talk About Your High Net Worth Litigation Caseload.
Tell us how your firm practices, and we’ll show you exactly how our teams would support it — confidentially and without obligation.