BarthCalderon
BarthCalderon LLP is an Orange, California-based law firm specializing in asset protection and estate planning, serving high-net-worth individuals, families, and business owners across the United States through fee-for-service legal advisory and education-led client acquisition.
- Company typePrivate
- Founded-
- HeadquartersOrange, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What BarthCalderon does
BarthCalderon LLP is a California-based law firm specializing in asset protection and estate planning, serving individuals, families, and business owners across the United States. The firm operates from a single headquarters in Orange, California and markets its services nationally through a content-driven, education-led model that includes 40+ annual workshops delivered to peer groups such as Vistage, YPO, Tiger 21, and the Women Presidents' Organization, plus a video platform (Wealth Protector TV) and an active blog.
The firm's core offerings span 15+ practice areas including asset protection, estate planning, advanced tax consulting, business succession and exit planning, domestic partner planning, charitable law, business contracts, intellectual property, business transactions, private retirement plans (PRPs), probate and trust administration, and professional trustee services. Technically, the firm combines legal advisory with a financial-planning methodology, employing 12 attorneys with 120 years of combined legal experience and multiple cross-disciplinary credentials (JD/MBA, LLM in Taxation, CFP, AEP, CAPP, CWPP). It also partners with TRUST-CFO for PRP administration under California state creditor law.
BarthCalderon operates as a private limited liability partnership with no external institutional investment, no disclosed funding, and revenue figures that are not publicly reported. The firm generates revenue on a fee-for-service basis (hourly or fixed-fee engagements) with a free initial planning assessment as its lead-generation touchpoint. It is founder-led by Harry M. Barth (Founder and Senior Managing Partner) with David R. Calderon as Senior Partner and is structured around a partnership of attorneys (Brad Barth, Phil Shekerlian, Brian Chou, Brent Honea, James Nguyen) supported by associate attorneys, paralegals, and administrative staff.
BarthCalderon firmographics
Firmographics- Name
- BarthCalderon
- Legal name
- BarthCalderon LLP
- Website
- https://barthattorneys.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- BarthCalderon LLP is an Orange, California-based law firm specializing in asset protection and estate planning, serving high-net-worth individuals, families, and business owners across the United States through fee-for-service legal advisory and education-led client acquisition.
- Ownership category
- akta.pro rank
BarthCalderon industry classification
Industry- Product category
- Asset Protection & Estate Planning Legal Services
- NAICS
- Legal Services (5411)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG)
- akta.pro secondary industries
- Special Needs & Supplemental Needs Trust Services (FSAAANAJ), Litigation & Dispute Valuation (damages, shareholder disputes) (FSAEAHAI)
Keywords
Where BarthCalderon is headquartered
LocationHeadquarters
- HQ city
- Orange
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
BarthCalderon business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Legal Advisory Services: The firm provides professional legal services including asset protection, estate planning, business planning, tax consulting, and related legal counsel on a fee-for-service basis typically hourly or fixed-fee engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | One time | Free Initial Consultation |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
BarthCalderon product offering
Product offeringCore offering
BarthCalderon LLP is a law firm that delivers asset protection and estate planning legal services to individuals, families, and business owners across the United States. Core engagements include safeguarding personal and business assets from lawsuits and creditors, drafting wills and trusts, advanced tax consulting, business succession and exit planning, intellectual property protection, probate and trust administration, and serving as professional trustee or executor. The firm supplements these paid engagements with complimentary planning assessments and approximately 40 educational workshops and webinars per year to organizations such as Vistage, YPO, Tiger 21, EO, and WPO.
Product overview
BarthCalderon LLP is a law firm offering a comprehensive suite of asset protection and estate planning legal services. The firm's core offerings include Asset Protection Services, Estate Planning Services, Individual Asset Protection, Advanced Tax Consulting, Business Asset Protection, Charitable Law & Tax Planning, Business Succession & Exit Planning, Domestic Partner Planning, Business Contracts, Intellectual Property Law, Business Transactions, Private Retirement Plans (PRPs), Probate & Trust Administration, and Professional Trustee Services. The firm also provides educational workshops and webinars on various planning topics. These services are designed to help individuals, families, and business owners protect assets, plan for the future, and navigate complex legal and financial challenges.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Assets protected from lawsuits, creditors, and unexpected liabilities through proper legal structuring
- +1 more outcomes
Companies that use BarthCalderon
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles3 records
BarthCalderon technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
BarthCalderon partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- TRUST-CFO®corePartnership with TRUST-CFO®, an industry leader in Private Retirement Plan (PRP) administration. TRUST-CFO provides comprehensive PRP services including initial analysis, annual benchmarking, and future plan testing to ensure compliance and effectiveness of retirement plans.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
BarthCalderon competitors and assessment
Company assessmentEmerging players
- Wealth.com: Estate planning platform serving financial advisors and their HNW clients. Adjacent to BarthCalderon's estate planning practice, addressing the same problem but through a tech-enabled B2B2C model rather than direct legal services.
- LegalZoom: Online legal services platform offering wills, trusts, LLC formation, and business services directly to consumers. Comparable to BarthCalderon in serving individuals and small business owners seeking estate planning and entity formation, but with a tech-enabled, low-touch model.
- Rocket Lawyer: Online legal services platform offering contracts, business formation, and estate planning documents. Comparable to BarthCalderon in serving small business owners and individuals needing business and estate planning services, with a subscription-based delivery model.
- Trust & Will: Online estate planning platform providing wills, trusts, and related services. Competes in the same end-market (estate planning) as BarthCalderon but with a self-serve, low-cost digital model targeting the same clients.
Direct peers
- Houser Law Firm: Estate planning law firm providing wills, trusts, probate, and asset protection services. Comparable niche in estate planning and asset protection for individuals and families, with similar boutique delivery model.
- The Slomian Law Firm: Asset protection-focused law firm serving business owners and individuals. Directly comparable niche specialization in asset protection, similar target customer base of business owners seeking liability shielding.
- Summit Estate Planning: Estate planning and business law firm serving clients in similar wealth segments. Comparable core services in estate planning and business succession, with a similar boutique professional services model.
- Anderson Business Advisors: Law firm specializing in asset protection, estate planning, and business structuring for entrepreneurs and small business owners. Directly comparable niche focus on protecting assets and planning for business owners, similar target customer profile.
- Alberts & Associates: Estate planning and asset protection law firm offering wills, trusts, and business succession plans. Comparable legal services for HNW families and business owners, with similar boutique delivery model.
- Katarinich Law Group: Estate planning and tax law firm serving individuals, families, and business owners. Comparable practice areas including estate planning, asset protection, and tax consulting with similar boutique orientation.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
BarthCalderon social profiles
Digital presenceBarthCalderon financial estimates
Financial estimateRevenue estimate
Valuation estimate
BarthCalderon leadership team
Management profileNumber of profiles
Profiles9 records
BarthCalderon funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BarthCalderon M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BarthCalderon
What does BarthCalderon do?
BarthCalderon LLP is a law firm that delivers asset protection and estate planning legal services to individuals, families, and business owners across the United States. Core engagements include safeguarding personal and business assets from lawsuits and creditors, drafting wills and trusts, advanced tax consulting, business succession and exit planning, intellectual property protection, probate and trust administration, and serving as professional trustee or executor. The firm supplements these paid engagements with complimentary planning assessments and approximately 40 educational workshops and webinars per year to organizations such as Vistage, YPO, Tiger 21, EO, and WPO.
Is BarthCalderon a public or private company?
BarthCalderon is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was BarthCalderon founded?
BarthCalderon was founded in -1. It employs 11 to 50 people.
Where is BarthCalderon based?
BarthCalderon is headquartered in Orange, United States, in the North America region.
How does BarthCalderon make money?
One revenue line is on record: legal Advisory Services.
Who are BarthCalderon's main competitors?
Emerging players on record are Wealth.com, LegalZoom, Rocket Lawyer and Trust & Will. Direct peers are Houser Law Firm, The Slomian Law Firm, Summit Estate Planning, Anderson Business Advisors, Alberts & Associates and Katarinich Law Group.
Does BarthCalderon have an API?
No public API is recorded for BarthCalderon.
What industry is BarthCalderon in?
BarthCalderon's product category is Asset Protection & Estate Planning Legal Services. Its primary akta.pro industry code is FSAEAKAG, Guardianship, Conservatorship & Special Needs Trust Services, with a secondary code of FSAAANAJ, Special Needs & Supplemental Needs Trust Services. Its NAICS code is 5411 and its SIC code is 8111.