The Wolf Law Group

What The Wolf Law Group does

The Wolf Law Group, P.C. is a boutique professional corporation law firm headquartered at 1201 RXR Plaza, Uniondale, New York, founded in April 1999 by Gerald P. Wolf. The firm delivers specialized legal services across three integrated practice pillars: Accumulate (retirement plan design, executive compensation, fiduciary and pension tax compliance), Protect (closely-held business law and asset protection planning), and Preserve (estate planning, estate administration, elder law planning). It serves high net worth individuals, business owners, professionals, executives, entrepreneurs, and enterprises - including Fortune 500 companies, hospitals, banks, and law and medical firms - in the New York/Long Island market.

The firm offers eight interconnected practice areas plus full-service retirement plan administration through its affiliated entity, The Wolf Pension Group, LLC, which provides recordkeeping, Form 5500 filings, non-discrimination testing, and ERISA compliance. Underlying technical capability rests on legal expertise in tax, corporate, pension, property, trusts, and estate law, supported by credentialed staff including a CPA, QPA- and APA-certified pension administrators, and attorneys admitted in New York, New Jersey, and federal courts. The technology stack is conventional professional services tooling; no proprietary software, APIs, or AI/ML components are disclosed.

The business model is hourly or fee-based professional services revenue (legal advisory plus pension administration), with client acquisition driven primarily by referrals, professional reputation, and the founding partner's personal brand and Super Lawyer credentials. Pricing is quote-based and not publicly disclosed. The firm is privately held, founder-controlled, has no external institutional investors, and operates as an integrated legal/pension-administration practice serving primarily a Northeast U.S. clientele.

Name

The Wolf Law Group

Legal name

The Wolf Law Group, P.C.

Website

https://ebwolf.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

The Wolf Law Group is a boutique New York law firm specializing in estate planning, employee benefits (ERISA), executive compensation, and asset protection for high net worth individuals, closely-held businesses, and select enterprise clients, with affiliated pension administration via The Wolf Pension Group, LLC.

Ownership category

akta.pro rank

Product category

Wealth Management Legal Services

NAICS

Offices of Lawyers (541110), Legal Services (5411), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Corporate & Institutional Trust Services (FSAAANAB)

Keywords

• Estate planning legal services
• Retirement plan design
• Elder law planning
• Executive compensation
• Asset protection planning

Headquarters

HQ city

Mineola

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Legal Services - Trusts & Estates: Boutique law firm providing specialized legal services in estate planning, estate administration, elder law planning, and asset protection planning. Revenue generated through professional legal fees for advisory and representation services.
2. Employee Benefits - Retirement Plan Services: Services through affiliated company The Wolf Pension Group, LLC providing retirement plan design, administration, and fiduciary compliance services including pension consulting.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

The Wolf Law Group, P.C. is a boutique law firm providing specialized legal services to help clients accumulate, protect, and preserve wealth. Core offerings include estate planning, estate administration, elder law planning, closely held business law and asset protection, retirement plan design, executive compensation, and fiduciary and pension tax compliance, with retirement plan administration delivered through the affiliated The Wolf Pension Group, LLC. The firm serves high net worth individuals, business owners, professionals, executives, and select corporate clients including Fortune 500 companies, hospitals, banks, and law and medical firms.

Product overview

The Wolf Law Group, P.C. is a boutique law firm offering an integrated suite of wealth management legal services organized around three core pillars: Accumulate (retirement plans, executive compensation), Protect (asset protection, closely held business law), and Preserve (estate planning, estate administration, elder law). Services are delivered through eight interconnected practice areas, with retirement plan administration provided through affiliated entity The Wolf Pension Group, LLC. The firm specializes in complex tax-saving estate and asset protection plans, qualified pension and profit sharing plans, and executive compensation programs for high net worth individuals, closely-held businesses, and professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive estate planning legal services including wills, trusts, wealth preservation strategies, and tax planning for high net worth individuals.
• Estate Administration Probate and estate administration services assisting clients through legal and financial processes following a death, including tax compliance and IRS audit representation.
• Elder Law Planning Elder law services including Medicaid planning, trust planning, asset preservation during long-term care, guardianship proceedings, and spousal protection strategies.
• Closely Held Business Law and Asset Protection Planning Asset protection and business entity planning including family limited partnerships, LLCs, trusts, and wealth protection strategies for closely held businesses and their owners.
• Retirement Plan Design Qualified retirement plan design services including defined contribution, defined benefit, cash balance, 401(k), ESOP, and cross-tested profit sharing plans for small, medium, and large businesses.
• Retirement Plan Administration (The Wolf Pension Group, LLC) Full-service retirement plan administration through affiliated entity The Wolf Pension Group, LLC, including recordkeeping, Form 5500 filings, non-discrimination testing, and ongoing ERISA compliance.
• Executive Compensation Executive compensation design including non-qualified deferred compensation plans, phantom stock plans, split dollar life insurance, and Section 409A compliance.
• Fiduciary and Pension Tax Compliance Pension tax compliance services including IRS and DOL audits, determination letters, prohibited transaction exemptions, and EPCRS correction programs.

Quantifiable outcome

• Business owners may receive 80-95% of contributions and tax benefits from designed retirement plans
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• The Wolf Pension Group, LLC (WPG)coreStrategic or Co-development PartnerAffiliated company providing full-service pension consulting and administration. Works together with The Wolf Law Group, P.C. on designing retirement plans that fit clients' needs. Offers full service administration including ERISA compliance, annual reporting, disclosure requirements, and nondiscrimination testing for qualified plans. Employee benefits staff works closely with clients' accountants and financial advisors.

Scale indicators2 records

Recent moves3 records

Expansion highlights2 records

Direct peers

• McLaughlin & Stern, LLP: New York-based full-service firm with a prominent Trusts & Estates, elder law, and private client practice serving HNW individuals and families. Directly competes for the same estate planning and closely-held business representation in the NY metro market.
• Meltzer, Lippe, Goldstein & Breitstone, LLP: Long Island-based law firm where Gerald Wolf was previously a name partner. Provides trusts & estates, employee benefits, and closely-held business services in the same regional market with an overlapping practice mix — the most directly comparable peer by geography, practice area, and historical lineage.
• Cohen, Weiss and Simon LLP: New York-based boutique labor and ERISA firm specializing in employee benefits, retirement plan design, and fiduciary matters for corporate plan sponsors. Closest peer to Wolf's specialized ERISA/Employee Benefits niche, operating as a similarly sized niche specialist.
• Offit Kurman, P.A. Mid-Atlantic full-service firm with a sizable private client, trusts & estates, and business law practice serving HNW individuals and business owners. Comparable practice mix and similar boutique-to-mid-market positioning to Wolf.

Broad incumbents

• Proskauer Rose LLP: Major New York-based full-service firm with one of the country's leading Employee Benefits/ERISA practices and a substantial private client/trusts & estates group. Competes for the same Fortune 500 pension plan design and HNW estate planning work Wolf pursues, but at significantly greater scale and geographic reach.
• Seyfarth Shaw LLP: Large full-service firm with a substantial ERISA and Employee Benefits practice alongside private wealth services. Targets the same Fortune 500 and hospital retirement plan design mandates Wolf serves, but as part of a national platform.
• Jackson Lewis P.C. National labor and employment law firm with a large employee benefits practice serving corporate retirement plan sponsors. Overlaps with Wolf's ERISA, retirement plan design, and executive compensation work for corporate clients, though Jackson Lewis offers a much broader employment portfolio.
• Blank Rome LLP: Major full-service firm with established Trusts & Estates and Employee Benefits practices serving HNW individuals, families, and corporate plan sponsors. Comparable to Wolf on the private client side but operates at much greater scale and geographic breadth.

Regional players

• Certilman Balin Adler & Hyman, LLP: Long Island-based firm with strong trusts & estates, elder law, and corporate practices. Closest regional competitor by geography and practice overlap, particularly for HNW estate planning and closely-held business clients on Long Island.
• Ruskin Moscou Faltischek, P.C. Long Island-based full-service firm with trusts & estates, business succession, and corporate practices. Operates in the same regional market and competes for closely-held business and HNW estate planning engagements.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/the-wolf-law-group-p.c.

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

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 The Wolf Law Group