While Beneficial focuses exclusively on CTA compliance at this time, we are happy to assist you in:

Providing legal advice on CTA requirements
Issuing guidance on how the law may impact your business structure
Determining the proper beneficial owners or analyzing control structures of your business
Obtaining FinCEN identifiers to enable multiple filings
Ensuring that your business does not disclose more information than it needs to
Filling out, completing, and submitting Beneficial Owner Information Reports
Assisting with ongoing compliance requirements and keeping filings up to date (only if specifically contracted)

Our Services

Corporate

We serve investment firms and operating companies with most corporate legal needs. Whether it's hands-on support as an outside or fractional general counsel, assistance with M&A, proactive guidance on business setup, or additional corporate support as your business scales, we are here to provide responsive counsel on-demand as you need it.

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Real Estate

We simplify complex real estate matters with strategic, business-minded legal solutions, offering big firm resources at a fraction of the cost. We work on acquisitions, dispositions, financings, leasing, and joint ventures across asset classes. Beneficial routinely represents investors and operators in multifamily, retail, industrial, triple net, single family rental, and more related to transactions, leasing, and land use matters.

Learn More >>

Our Services

Corporate

We serve investment firms and operating companies with most corporate legal needs. Whether it's hands-on support as an outside or fractional general counsel, assistance with M&A, proactive guidance on business setup, or additional corporate support as your business scales, we are here to provide responsive counsel on-demand as you need it.

Learn More >>

Real Estate

We simplify complex real estate matters with strategic, business-minded legal solutions, offering big firm resources at a fraction of the cost. We work on acquisitions, dispositions, financings, leasing, and joint ventures across asset classes. Beneficial routinely represents investors and operators in multifamily, retail, industrial, triple net, single family rental, and more related to transactions, leasing, and land use matters.

Learn More >>

Our Promise

Reasonable and predictable costs

We use AI tools, modern legal technology, and lean staffing support methodologies to keep overhead low so we can mitigate excessive costs.

We never staff inexperienced professionals to learn on our client’s dime.

We give clients flexibility, predictability, and transparency around costs. We design fee structures and engagement terms according to how clients prefer to pay.

Efficient and responsible use of technology

We use AI tools to keep costs down, do basic blocking and tackling work, and increase attorney efficiency.

All work is performed by licensed attorneys with the support of the latest technology. We never let AI work unassisted.

We safeguard client information and have concrete policies around the implications of technology on attorney-client privilege, information security, and use of client data.

High-touch and responsive service

We are tech and AI-enabled, but always attorney-first.

We provide an extremely high-touch service offering. Clients always deal with senior attorneys and we never offshore your work.

We design our service offering around you, the client.

We take responsibility for our work and our advice, no exceptions.

Who We Serve?

Beneficial is focused on the investment community. We serve:

Investment firms
Family offices
Limited partners and institutional investors
Trustees and trust companies
Investor-backed companies

While we gladly work with all types of clients, our offering is designed for investment-related businesses. We are focused on leveraging our experience and modern technology to deliver the investment community top-tier service at a fraction of the cost of law firms.

Our Process

01.

Schedule an introductory call

Whether one entity or hundreds, we will help your business make sense of Corporate Transparency Act requirements, including whether your entity may be exempt from filing. We will determine if additional information is required based on the complexity of the business structure and volume of entities.

02.

Securely provide information required for filing

Beneficial will provide a secure user-friendly portal for your business to upload basic information so that our team can complete the required reports. This process should only take a few minutes.

03.

Complete and submit all filings for your business

Beneficial will finalize all filings on behalf of your business and optionally can submit completed filings to FinCEN. Our team will ensure that your business does not disclose more information than is legally required.

All filings will be reviewed and approved by a licensed attorney.

Trusted By

Trusted By

50+

Client Engagements

25+

Investment Firm Clients

10+

Portfolio Company Clients

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Visit Our Office

201 Milwaukee St, Suite 200, Denver CO 80206

Explore Our Categories

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Mary Allison

Ui/Ux Designer at Kitket Inc.

Trusted By

50+

Clients

25+

Investment Firms

10+

Portfolio Companies

Enter your email to receive important firm updates, legal alerts, invitations to webinars and educational events, and other updates released by Beneficial Law.

Let's Connect

I consent to receive SMS notifications and marketing from Beneficial Law. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

Visit Our Office

201 Milwaukee St, Suite 200, Denver CO 80206