Royal does not take on engagements without a Phase 1 Assessment. The pathways below route clients, professional colleagues, and media to the right point of contact.
A structured forensic review producing a privileged legal and tax memorandum, typically delivered within twenty-one business days. Flat legal fee. The gateway to every Royal engagement.
Phase 1 reviews five dimensions of exposure — tax, structure, intellectual property, controversy, and sequencing — and produces a privileged memorandum with prioritized findings and a path to Phase 2 strategy.
Royal regularly coordinates with attorneys, CPAs, financial advisors, trust officers, and family-office executives on shared engagements. The firm provides structured legal coordination — tax, intellectual property, structural, controversy — while existing advisors remain central to client relationships.
The Phase 1 Assessment is designed to surface the structural exposure that sits at the intersection of multiple advisors' work, and to put the underlying analysis in writing under privilege.
Priya Royal's published commentary on cross-border tax, intellectual property, and structuring includes a Forbes column (2025), bylines in Bloomberg Tax, Wealth Management, and the New Jersey Law Journal, and authorship of ALIGNED: A Governance Framework for Modern Families (Klexa Publishing, 2025).
She is a frequent speaker before the ABA, USPTO National Trademark Expo, DC Bar, Strafford, Bloomberg, the International Bar Association, and STEP Mid-Atlantic.
A privileged forensic review producing a written legal and tax memorandum. Flat legal fee. Typically delivered within twenty-one business days.
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