Counsel who knows you.
Private counsel for people operating in complex business and investment environments.
Already close when it matters.
The Reserve is an ongoing private counsel relationship built around familiarity, continuity, and direct access to experienced judgment.
Questions can be raised while they are still taking shape. Important details remain connected. Decisions move with greater clarity. Developing concerns receive thoughtful attention early.
Through Enrollment, Kati comes to know how you think, what matters to you, and the people and considerations surrounding your decisions.
Every conversation then begins where it matters. When it matters.
Enrollment
Every Reserve relationship begins with Enrollment, where Kati takes the time to understand your business and investment world in depth, including the entities, agreements, advisors, priorities, preferences, communication style, and risk tolerance that inform her counsel. That understanding is established before a question, decision, opportunity, or unexpected issue arises and carries forward throughout the relationship.
You will receive access to your own secure client portal, configured specifically for The Reserve, where communication, documents, and ongoing work remain organized and connected.
After Enrollment, you choose the relationship level that your circumstances require.
Both are monthly advisory relationships.
Ongoing Access & Guidance
Reserve Continuity
Reserve Continuity keeps trusted legal counsel close. You have direct access for questions, perspective when a decision is forming, and clear guidance on what deserves attention and the next step.
Ongoing Access & Guidance + Integrated Legal Counsel
Reserve Counsel
Reserve Counsel offers a more integrated relationship, with experienced counsel closely involved across your businesses, investments, new ventures, important decisions, agreements, negotiations, transaction structure, and outside advisors.
For Reserve Relationships only
Additional Support When Needed
Reserve Engagements
When work requires concentrated attention beyond monthly coverage, it is separately scoped in advance and quoted at a fixed fee.
When other counsel is needed
Tax, estate planning, and litigation are handled by appropriate specialist counsel. Matters requiring jurisdiction-specific advice outside California are handled by appropriately licensed counsel.
Kati works with the specialists you already trust and, when needed, can help identify additional advisors while staying close to the broader strategy.
Kati Robertson
Principal Attorney
For nearly twenty-five years, Kati has advised founders, investors, executives, and privately held businesses, much of that time serving as in-house counsel.
That experience shaped an understanding of how decisions actually get made, not just how they are documented. Her instincts are operational as well as legal. She brings commercially grounded judgment, candor, and a practical instinct for seeing what matters.
Calm presence. Trusted judgment. Clarity.
Brought in early and kept close for a reason.
To inquire about The Reserve,
please reach out by email.
It begins with a private conversation.
Kati accepts new relationships selectively, only when the fit is strong and she can provide the judgment, care, and personal commitment deserve.
Please do not include confidential or time-sensitive information unless and until an attorney-client relationship has been established.