In this episode of the Family Office Success Podcast, Christi introduces Koby Willbanks from Continuum Legal, discussing her unique role as a concierge general counsel for family enterprises and family offices. Kobe explains her background, encompassing organizational psychology, high-net-worth divorces, commercial litigation, and business transactional work, all contributing to her expertise as a legal generalist.

The conversation explores the importance of having a generalist legal advisor who can coordinate various specialist legal services, implement efficient legal operations, and prevent litigation. The episode also delves into the benefits of a subscription model for legal services, how Kobe collaborates with in-house legal teams, and provides actionable advice for families to better manage their legal spend and interactions with legal professionals. The discussion emphasizes the significance of finding the right legal representative who understands the client's needs and can provide practical, integrated legal advice.

00:00 Introduction and Guest Welcome

00:45 Kobe Wilbanks' Background and Career Journey

02:13 Role of a Concierge General Counsel

04:32 Creating a Unique Legal Firm

08:24 Challenges and Solutions in Family Legal Services

12:09 Legal Budgeting and Cost Management

16:57 Collaborative Legal Strategies

28:57 Final Thoughts and Contact Information