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OPTIO LAW IS A tech enabled proVIDER of concierge legal services to the middle market

WE PROVIDE CONCIERGE GENERAL-COUNSEL SERVICES TO CLOSELY HELD ENTERPRISES, EMBEDDED FAMILY OFFICES and SINGLE & MULTI-FAMILY OFFICES. WE ALSO WORK WITH SPECIALTY LAW FIRMS AND CORPORATE LAW DEPARTMENTS REQUIRING OUR UNIQUE EXPERTISE AND COST STRUCTURE TO BRING THE CLIENT THOUGHTFUL EFFICIENCY IN A BOUTIQUE SETTING. WE ARE DISRUPTING THE LEGAL INDUSTRY BY ABSORBING THE INEFFICIENCIES INHERENT IN FIRM CULTURE WITH TECHNOLOGY THAT BENEFITS THE CLIENT AND THE PROFESSIONAL SERVICE PROVIDER; GIVING BOTH THE CLIENT AND THE PROFESSIONAL A MEDIUM TO MAXIMIZE VALUE.

our technology.

WE HAVE COMBINED THE TEMPORARY STAFFING MODEL WITH ARTIFICIALLY INTELLIGENT AGGREGATION AND MATCHING TECHNOLOGY WHILE PRESERVING THE PERSONAL TOUCH REQUIRED TO HANDLE THE MOST DELICATE OF MATTERS.

WE DELIVER MAXIMUM VALUE TO THE CLIENT REGARDLESS OF WHERE THE CLIENT RESIDES WITHIN THE SERVICE CHAIN.

 
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core PRACTICE AREAS.


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private equity

We provide ad-hoc general counsel services such as business formation, contract management, record-keeping, governance, employment, portfolio management and more under our secure private cloud at an exceptional value.

 

estates, Trusts & Charitable planning

Our focus in Estates, Trusts and Charitable Planning works closely with our tax team and private equity team to assure optimized entity organization and provide guidance on efficient allocation of capital and resources.

strategic Business

We excel in building and managing legal and finance professionals for strategic transactions such as business combinations, dispositions, restructurings and special projects such as customized insurance solutions, hedging and arbitrage.

 

real estate & special assets

Real estate is at the core of our practice, as are special assets which do not necessarily fit within the description of traditional investment. We understand the great value in off of the run opportunities that require careful unwinding to unlock outsized after tax gains.

intellectual property

Optio offers a one-stop solution for filing, managing and enforcing your intellectual property portfolio as well as providing guidance and execution on the acquisition and usage rights of intangible assets by sale or licensure.

 

regulatory compliance

As owners of companies that are in highly regulated industries, we are a seasoned resource for navigating regulatory frameworks, public policy direction and the market impact of regulation and deregulation.

tax optimization

Whatever the situation, Optio works with the client’s accountants and finance professionals to optimize tax efficiency across all transactions and assets.

 

high profile client

We categorize the high profile client as anyone who is subject to regular public scrutiny such as (current and retired) athletes, politicians, artists, entertainers and certain C-Suite executives. We secure your person, family, privacy, crisis situations and vet your advisors. Our network is comprised of well established relationships that assure expedient and precise results for the most sensitive matters under a cloak of discretion and privilege.

FOUNDERS

Joseph P. Simon, Jr. (“J.P.”) - Founding Partner

JP serves the Optio family of companies as its Founder, Chairman and CIO, overseeing the firm’s investments, entreprenurial culture and client/partner relations. Since founding Americus Capital in 2009, JP has sourced, structured and executed transactions valued at over $1.5 billion in enterprise value across a multitude of asset classes and sectors. JP brings a dynamic skill set in his experience acting in capacities as attorney, capital markets adviser, commercial real estate developer and principal sponsor in transactions completed both domestically and abroad. Flagship properties with his thumbprint include the Xavier (Old Town, Chicago), The Jones (River North, Chicago) and The Emme (River West, Chicago), comprising 704,000 vertical feet and 640 units of Hyper Core quality mixed-use developments (executed with Gerding Edlen Green Cities Fund LP, Funds II & III). JP also led numerous acquisitons and financings within the CRE and corporate private equity universe for assets such as: the Hotel Jerome (Aspen, CO), the Continnum Technology Park (Chandler, AZ), the Tampa Tribune building (Tampa, FL); the mission critical asset portfolio of Tvilum - Denmark; and the Vantage Portfolio comprised of 1,000+ apartment units stretching the Austin/San Antonio Corridor. Prior to Americus/Optio, JP worked as an associate attorney for specialty law firms focused on middle market corproate transactions and insurance subrogation litigation for catastrophic losses, respectively. JP earned his Juris Doctor from the University of Illinois at Chicago’s John Marshall Law School, supplemented by post degree coursework in Corporate Finance and Financial Accounting at the University of Chicago Booth School of Business. He earned his Bachelor’s degree at the University of Wisconsin - Madison where he was a member of the Division I Men’s Ice Hockey program. JP is admitted to practice law in the State of Illinois.



 

Jeffrey D. Simon - Founding Partner

Jeff is admitted to the U.S. Patent and Trademark Office and serves as general counsel of Optio Holdings. He leads technology heavy opportunities and intangible asset review and valuation. As a patent attorney in the Health Care Group at 3M, Jeff engaged in drafting and filing patent applications, including reviewing invention disclosures, discussing further inventions and strategies for claiming an invention as well as plans for their manufacturing and marketing. Jeff is experienced in the prosecution of domestic and international patent applications for a wide variety of Health Care Business Group technologies, including applications relating to medical devices, drug delivery systems, automated culture inoculation systems, as well as adhesive and pharmaceutical compositions. Prior to 3M, Jeff worked in private practice as an associate intellectual property attorney. He earned his Masters in Biotechnology from Johns Hopkins University. He earned his juris doctor from the University of Minnesota Law School as a Dean’s Merit Scholarship winner after earning his Bachelor’s in Biochemistry from Albion College under a Presidential Scholarship Award. Jeff is admitted to the patent bar in addition to his admission to practice law in both Michigan and Minnesota.


EDGE

THE COMBINED RESOURCES OF THE OPTIO ECOSYSTEM

THE REVIVAL OF THE VESTED ADVISER

 
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THE OPTIO ECOSYSTEM WAS CAREFULLY CURATED FOR FAMILY WEALTH PRESERVATION, GROWTH, GLOBAL ACCESS AND CONFLICT FREE ADVOCACY BY COMBINING A MERCHANT BANK AND LAW PRACTICE WITH DISRUPTIVE TECHNOLOGY; THEREBY CREATING A SINGLE CALL SOLUTION.

Optio Holdings is a multi-faceted investment company with key offices in Chicago and London. Optio Holdings builds companies in industries and sectors utilizing its current resources to foster a growing ecosystem that attracts and commands VALUE. Optio Law is a key asset to the Optio Ecosystem and has grown out of our own needs surrounding Optio Holdings’ business lines. In many cases our investment partners have several interests outside of Optio Holdings’ interests but appreciate our approach and depth as a single call solution. Optio Law is an extension of Optio Holdings and it allows us to be so much more than a legal service provider.


working with optio

Optio Law works with its clients to develop bespoke staffing and billing mechanisms that CUT THE OVERHEAD PASS-THROUGH STRUCTURES ASSOCIATED WITH THE TRADITIONAL LAW FIRM STRUCTURE WHILE LIBERATING TALENTED SERVICE PROFESSIONALS FROM ADMINISTRATIVE TASKS TO FOCUS ON THEIR CRAFT. From batch billing for mundane tasks to complex project finance, we assure that incentives are properly aligned to deliver valued results in the most efficient manner across the entire service chain.

 

CLIENTS

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for individuals.

YOU HAVE WORKED HARD TO BUILD YOUR WEALTH. WE WANT YOU TO THRIVE AND EXPERIENCE LIFE’S JOURNEY WITH A VESTED PARTNER WHOSE SUCCESS IS BASED UPON OUR ABILITY TO CARRY YOU AND YOUR LOVED ONES THROUGH THE MOST CRITICAL POINTS OF YOUR JOURNEY.


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for businesses.

YOU HAVE A MAJOR BUSINESS EVENT OR A SPECIAL CUSTOMER ACCOUNT THAT IS NOT CONDUCIVE TO TRADITIONAL OPAQUE HOURLY BILLING. WE PROVIDE YOU ACCESS TO A BESPOKE LEGAL SOLUTION THAT IS TRANSPARENT, TALENTED AND PROPERLY INCENTIVIZED TO ACHIEVE YOUR GOALS.

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for law firms.

HIRING IS EXPENSIVE. STAFF SPECIAL PROJECTS TO BEST SERVE YOUR CLIENT WITHOUT PERMANENT HIRES THAT ADVERSELY IMPACT PARTNERSHIP INCOME. OUR PROVIDERS HAVE LARGE FIRM EXPERIENCE AND ARE EAGER TO PRACTICE THEIR CRAFT WITHOUT DEALING WITH ADMINSITRATIVE AND BACK OFFICE OBLIGATIONS.


SERVICE PROVIDERS

 

USING OUR DATA AGGREGATION CAPABILITIES WITH OUR MATCHING ENGINE, WE SEEK TO BUILD A DATABASE OF THE MOST TALENTED ATTORNEYS AND LEGAL PROFESSIONALS THAT ARE COMMITTED TO THE CLIENT AND SPECIFIC PROJECTS WHERE YOUR TALENTS IN TRADE PROVIDE FOR VALUE ACROSS THE CLIENT TO ATTORNEY SPECTRUM. FILL OUT A PROFILE TODAY AND GAIN ACCESS TO MEANINGFUL WORK IN YOUR FIELD WITHOUT THE BILLABLE HOUR HEADACHES.