Senior Wealth Advisor · Attorney · Board Member
My work happens at inflection points — liquidity events, concentrated positions, generational transitions. At these moments, I act as the single point of clarity across your legal, tax, and financial landscape.
If you're here, it's because you already know your situation calls for something more than conventional wealth management.
Most advisors manage portfolios. Most attorneys draft documents. Few do both — and fewer still understand how the two disciplines intersect at the moments that matter most.
That is exactly where I operate. When a business sale is weeks away, when a concentrated position has become a liability, when a family needs a structure that will outlast them — I step in.
I work with a limited number of clients, by introduction. This is intentional. The problems I solve require depth, not volume.
Access to my practice is by introduction only. The clients I serve share one thing: their financial situations have outgrown conventional advice.
You have built something of real value. The question is whether the structure of your exit preserves it. I work with owners navigating transactions from $5M to $50M+, integrating tax strategy, investment planning, and legal foresight before the deal closes — not after.
Wealth at scale requires governance, not just management. I work with established families to build strategies that endure — across tax regimes, market cycles, and generations — with the legal infrastructure to protect what matters most.
Concentrated positions, equity compensation, deferred arrangements — the complexity that comes with C-suite wealth requires a different level of coordination. I integrate legal and investment strategy to optimize what others leave on the table.
The transaction is the moment of opportunity. Whether through 1031 exchanges, Qualified Opportunity Zone positioning, or tax-efficient portfolio design, I work with investors who understand that how you hold, structure, and transition assets defines the outcome.
Portfolio design built to minimize tax drag through strategic asset allocation, tax-loss harvesting, and alternative structures.
1031 exchanges, Qualified Opportunity Zones, QSBS exclusions — planning that begins before the transaction, not after the check clears.
Wealth transfer structures that are tax-efficient, legally sound, and aligned with what you intend to leave behind.
Strategic transition planning that protects enterprise value and ensures continuity — for the business, the owner, and the family.
Diversified, institutionally-informed portfolio construction — including alternatives — designed for long-horizon, multi-generational goals.
Seamless coordination with your legal, tax, and advisory team — or with ours, where needed. One perspective. Full picture.
Scott Escujuri is a Senior Wealth Advisor and licensed attorney at Legacy Wealth Management, serving on the firm's Board of Directors and Investment Committee. His practice spans over two decades of combined legal and financial advisory experience.
Before joining Legacy, Scott operated a successful law practice in Boise for fifteen years, focusing on family law, estate planning, and business matters. That foundation — built on navigating high-stakes decisions under real legal and financial pressure — informs every strategy he builds today.
His command of sophisticated transaction structures — 1031 exchanges, Qualified Opportunity Zones, Qualified Small Business Stock — enables him to guide clients through major liquidity events with a level of clarity rarely found when legal and investment expertise live in separate hands.
Outside his practice, Scott is a husband and father, an avid fly fisherman, and a fluent Spanish speaker whose two years of service in Guatemala shaped a worldview defined by accountability, humility, and the long view.
By Introduction Only
I maintain a limited client roster. Introductions are taken seriously.