Weisz & Santagata LLP

Founded in 2008 by James S. Weisz and Scott Santagata to help build & protect entrepreneurial capital for our clients.

In 2016, we formed Portola Life Insurance Company, I.I.

Private Placement Life Insurance and Annuities

In order to closely monitor operations, we formed Portola Life Insurance Company, which issues private placement variable life policies and annuities to select high net worth individuals.

Learn more about Portola

In 2010, we formed Gadsden Insurance Company, LLC

Customized Risk Management Solutions

Gadsden Insurance Company enhances our ability to offer customized risk management solutions.

Learn more about Gadsden

Our Partners

James S. Weisz

Jim has more than three decades of experience advising entrepreneurs and their companies on issues ranging from corporate finance and M&A transactions to estate and strategic planning matters. Jim also has operating experience and has successfully formed, grown and managed several businesses. Successful entrepreneurs and other prosperous people depend upon his expertise, judgment and multi-disciplinary skills to advise them through both crises and significant events.

Career highlights include:

Creating an investment business which has funded more than $200 million of debt and equity transactions
Implementing dozens of wealth preservation strategies involving more than $1 billion in assets
Assisting numerous entrepreneurs and prosperous people in risk management strategies
Advising dozens of companies and their owners concerning liquidity events
Formerly Chairman of Rutan & Tucker LLP's Private Clients Group
Formerly with Touche Ross & Co.
University of Virginia School of Law, J.D., 1988
Certified Public Accountant, 1985 (inactive)
University of Texas at Austin, B.B.A., Accounting 1982

Scott R. Santagata

Scott has more than 25 years of experience as legal counsel to entrepreneurs, investors and companies in a broad range of corporate finance transactions and business matters. Scott has extensive experience in connection with equity and debt financings, mergers and acquisitions, corporate governance, strategic planning and general business matters. Scott's clients include entrepreneurs, emerging and established companies, venture capital funds and other investment entities.

Career highlights include:

Creating an investment business which has funded more than $200 million of debt and equity transactions
Negotiating and closing more than one hundred public and private financings
Structuring and closing scores of acquisitions
Advising companies, boards and entrepreneurs on a broad range of business matters
Formerly a partner at Dorsey & Whitney LLP and Brobeck, Phleger & Harrison LLP
University of California, Berkeley School of Law (Boalt Hall), J.D.,1992
San Diego State University, B.S. Business Administration, 1989 summa cum laude

Contact Us

Weisz & Santagata LLP

26487 Rancho Parkway South, Lake Forest, California 92630

(949) 243-7360

Hours

Monday - Friday: 8:30am - 5:00pm

Weisz & Santagata LLP

In 2016, we formed Portola Life Insurance Company, I.I.

Private Placement Life Insurance and Annuities

In 2010, we formed Gadsden Insurance Company, LLC

Customized Risk Management Solutions

Our Partners

James S. Weisz

Scott R. Santagata

Contact Us

Weisz & Santagata LLP

Hours

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