Rodriguez, Horii, Choi & Cafferata

What Rodriguez, Horii, Choi & Cafferata does

Rodriguez, Horii, Choi & Cafferata LLP is a Los Angeles-based boutique law firm founded in 1996 that operates as a Limited Liability Partnership. The firm is organized around three interconnected practice areas: (1) Charitable and Tax Exempt Organizations legal counsel, (2) Wealth and Philanthropic Planning, and (3) Tax Controversy and Planning at both California state and federal levels. It serves a specialized client base including tax-exempt organizations, ultra-high-net-worth individuals and family offices, large public companies, start-ups facing tax disputes, high net worth individuals with complex California and federal tax matters, and local government agencies. The firm is led by four partners (Andrew S. Atkin, Reynolds T. Cafferata, Dwayne M. Horii, Shannon M. Paresa), with founding/senior counsel William C. Choi, three attorneys of counsel, and five paralegals and administrative staff, totaling approximately 13 individuals.

The firm operates a traditional professional services model with no proprietary technology platform; service delivery relies entirely on direct attorney engagement, specialized expertise, and thought leadership through its RHC&C Publications knowledge resource. Revenue is generated through professional legal fees for advisory, transactional, and litigation matters, with fee structures not publicly disclosed but typical of high-end boutique practices (likely a mix of hourly billing and fixed-fee arrangements). The firm's go-to-market motion is sales-led and relationship-driven, with client acquisition occurring through reputation, peer referrals, attorney thought leadership content, and recognition in industry publications such as Best Lawyers, Super Lawyers, and the International Tax Review. Geographically, the firm operates from a single headquarters office in downtown Los Angeles and primarily serves Southern California clients, with some matters extending beyond the region.

The firm has accumulated meaningful institutional credentials, including representation of donors and charities in charitable transfers totaling more than $6 billion over its history, formation of GRATs resulting in more than $2 billion in wealth transfers, and precedent-setting work on multi-hundred-million-dollar charitable lead annuity trusts and community foundation gifts. Notable individual attorney recognitions include multiple Best Lawyers "Lawyer of the Year" designations, the Daily Journal 2016 Clay Award for appellate practice, and consistent Super Lawyers rankings dating to 2005. The firm has been operating continuously for nearly 30 years with no disclosed ownership changes, acquisitions, funding events, or branch expansions, indicating a deliberately stable, partner-led boutique model.

Name

Rodriguez, Horii, Choi & Cafferata

Legal name

Rodriguez, Horii, Choi & Cafferata LLP

Website

https://rhcclaw.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Rodriguez, Horii, Choi & Cafferata LLP is a Los Angeles boutique law firm specializing in nonprofit and tax-exempt organization law, wealth and philanthropic planning, and California and federal tax controversy, serving tax-exempt organizations, ultra-high-net-worth individuals, and select businesses with approximately 13 attorneys and staff.

Ownership category

akta.pro rank

Product category

Tax and Nonprofit Legal Services

NAICS

Offices of Lawyers (541110), Legal Services (5411), Offices of Lawyers (54111)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

Keywords

• Nonprofit tax law
• Charitable giving counsel
• Wealth planning services
• Tax controversy representation
• Trusts and estates

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure

Revenue model

1. Legal Services - Professional Fees: The firm generates revenue through legal fees for advising tax-exempt organizations, high net worth individuals, families, and institutions on nonprofit law, tax controversy, estate planning, and wealth and philanthropic planning. Fee structures are not publicly disclosed and likely include hourly billing and possibly fixed-fee arrangements typical of law firms.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Rodriguez, Horii, Choi & Cafferata is a Los Angeles-based law firm providing legal counsel in three core practice areas: Charitable and Tax Exempt Organizations; Wealth and Philanthropic Planning; and California and Federal Tax Controversy and Planning. The firm advises nonprofits, family offices, high net worth individuals, and public companies on entity formation, governance, compliance, charitable giving, and tax dispute resolution.

Product overview

Rodriguez, Horii, Choi & Cafferata LLP is a law firm offering legal services in three interconnected practice areas: Charitable and Tax Exempt Organizations legal counsel, Wealth and Philanthropic Planning, and Tax Controversy and Planning (California and Federal). The firm supplements its legal services with RHC&C Publications, a knowledge resource containing legal articles authored by the firm's attorneys on nonprofit, tax, estate, and trust law topics.

Differentiator

Problem solved

Functional benefit

Products and services

• Charitable and Tax Exempt Organizations Legal Counsel Legal counsel for tax-exempt and nonprofit organizations, advising on formation, governance, ongoing compliance, and related matters. For charities, operating foundations, and other tax-exempt entities.
• Wealth and Philanthropic Planning Legal counsel for wealth and philanthropic planning, including charitable giving strategies and wealth preservation for high net worth individuals, ultra-high net worth individuals, and family offices.
• California and Federal Tax Controversy and Planning Legal counsel for California and federal tax controversy and planning, including representation in tax disputes and proactive tax planning for clients.

Quantifiable outcome

• Represented donors and charities in charitable transfers of more than $6 billion
• +5 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Adler & Colvin: San Francisco-based boutique law firm focused on nonprofit/charitable law, tax-exempt organizations, and related foundations work. Most directly comparable peer to RHC&C given overlapping practice focus on nonprofit clients in California.
• Caplin & Drysdale: DC-based boutique specializing in tax controversy, tax-exempt organizations, and private client work. Closely comparable to RHC&C's combination of sophisticated tax controversy and nonprofit/philanthropic planning practices.
• Ivins, Phillips & Barker: DC-based boutique law firm exclusively focused on employee benefits and exempt organizations. Direct competitor in the tax-exempt organizations niche, serving many of the same types of nonprofit clients.

Broad incumbents

• Holland & Knight: Large national full-service firm with a well-known private wealth services and tax-exempt organizations practice. Competes with RHC&C for sophisticated nonprofit and UHNW estate planning matters.
• Withersworldwide: International law firm focused on private client, philanthropy, and trusts/estates work. Comparable to RHC&C's wealth and philanthropic planning practice for high net worth individuals and family offices.
• Loeb & Loeb: National law firm with significant private client, trusts and estates, and tax practice. Overlaps with RHC&C's wealth and philanthropic planning work for UHNW individuals and families.
• Morgan, Lewis & Bockius: Global law firm with deep tax, employee benefits, and tax-exempt organizations practices. Competes for large nonprofit governance matters and complex estate planning engagements.
• Snell & Wilmer: Western U.S. full-service law firm with established tax, trusts and estates, and nonprofit practice groups. Geographic overlap and practice overlap make it a relevant comparable for RHC&C's California-centered practice.
• Quarles & Brady: National firm with a recognized nonprofit organizations and tax practice. Overlaps with RHC&C on tax-exempt organization governance, charitable trusts, and related wealth planning matters.
• Frost Brown Todd: Full-service law firm with a notable nonprofit and tax-exempt organizations practice group. Competes for sophisticated nonprofit governance and charitable planning engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rodriguez, Horii, Choi & Cafferata