J.S. Held Adds Proprietary Asset Tracing Expertise to Strengthen Family Law Practice

JERICHO, N.Y., Nov. 21, 2024 /PRNewswire/ -- Global consulting firm J.S. Held, proudly celebrating 50 transformative years, acquires substantially all of the assets of Luttrell Wegis, a highly specialized forensic accounting and business valuation firm serving clients throughout California and surrounding states.

With 30+ years of experience, primarily in family law, the team of approximately 40 individuals with highly specialized backgrounds works with high-net-worth individuals and their legal counsel in a difficult chapter of life. The expertise of the team includes asset tracing, valuation & division of property, child & spousal support, asset valuation, settlement consultation, discovery assistance, and testimony. 

"J.S. Held provides a remarkable platform to continue our growth trajectory," shared co-founder Mark S. Luttrell, CPA, ABV, CFF. Luttrell adds, "J.S. Held's support structure ensures that our team can grow alongside the business."

In civil litigation matters, Luttrell Wegis, a part of J.S. Held, supports litigants and their counsel in valuation, forensic accounting, corporate dissolution, partnership & shareholder disputes, and economic damages determination. 

"We are looking forward to joining the team at J.S. Held, which shares our vision of providing clients with superior service," added co-founder Jason Wegis, CPA, ABV, CFF.  Wegis continues, "Expanded and complementary resources within J.S. Held will strengthen our capabilities, for example, leveraging other teams within the company to perform tangible and intangible asset valuation related to our core work."   

J.S. Held Executive Vice President and Economic Damages & Valuations Practice Leader, David Weiner, reflects on the outstanding team of professionals joining from Luttrell Wegis. "Mark Luttrell and Jason Wegis have constructed a team and expertise that is a perfect addition to J.S. Held." Weiner continues, "The team has a proven track record focused on forensic investigations, asset valuation, and related expert witness testimony in complex, high asset litigation matters."

J.S. Held serves as a trusted advisor in matters related to family law and has a well-earned reputation for conducting in-depth financial research and analysis, investigating and gathering evidence, and serving as an expert witness in settlements, mediations, trials, and alternative dispute resolution proceedings. 

Luttrell Wegis is now part of the dedicated and entrepreneurial team of experts who help transform J.S. Held. Explore our story and celebrate this momentous milestone, our 50 & Forward celebration, with us at jsheld.com.

About J.S. Held

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

More than 1,500 professionals serve organizations across six continents, including 81% of the Global 200 Law Firms, 70% of the Forbes Top 20 Insurance Companies (85% of the NAIC Top 50 Property & Casualty Insurers), and 65% of the Fortune 100 Companies.

J.S. Held, its affiliates and subsidiaries are not certified public accounting firm(s) and do not provide audit, attest, or any other public accounting services. J.S. Held, its affiliates and subsidiaries are not law firms and do not provide legal advice. Securities offered through PM Securities, LLC, d/b/a Phoenix IB, a part of J.S. Held, member FINRA/ SIPC, or Ocean Tomo Investment Group, LLC, a part of J.S. Held, member FINRA/ SIPC. All rights reserved.

Kristi L. Stathis | Global Public Relations | +1 786 833 4864 | Kristi.Stathis@jsheld.com