OUR FIRM

Tandy & Associates PLLC is a boutique law firm which provides comprehensive and experienced legal counsel exclusively to investment companies, private foundations, nonprofit organizations, and families engaged in philanthropy and other high value transactions. We serve and advise a wide array of clients throughout the U.S. and in multiple countries around the world (e.g., Nepal, Peru, Chile, etc.). As varied in scope, size, and location as they are in purpose, our clients bridge the spectrum of financial institutions, educational, cultural, environmental, religious, philanthropic, civic, and trade organizations. We help guide our clients through the  legal complexities, regulatory systems, taxation, and organizational challenges they encounter as they seek to preserve wealth and create lasting philanthropic impact.

OUR EXPERIENCE

Our attorneys have career-long experience in representing major investment banks, private equity firms, and as in-house counsel to major nonprofits. We provide highly practical, experience-tested advice, and sound resolutions to complex issues.

Our senior attorneys work directly with clients to provide highly personalized legal counsel. We have extensive experience in each subsector of the financial world and can adapt and apply business models and best practices gleaned from one nonprofit setting to others across the nonprofit landscape. We also have access to a broad network of accountants, strategic planners, fundraisers, and other nonprofit professionals to address organizational needs in a comprehensive and coordinated fashion.

OUR TEAM

Our attorneys have career-long experience in representing major investment banks, private equity firms, and as in-house counsel to major nonprofits. We provide highly practical, experience-tested advice, and sound resolutions to complex issues.

Tandy & Associates PLLC provides the expertise and quality of services that would be expected from a large law firm, with the responsiveness, personal service and competitive flat fees possible only in a boutique law firm.

JOSHUA T. TANDY

Joshua T. Tandy is the founder of the Law Offices of Tandy & Associates PLLC.

Not only can Josh opine on high value transactions, regulatory compliance, and or nonprofit matters, he lives them. In addition to his role as founding member at Tandy & Associates PLLC, Josh is managing partner in BUILD which is dedicated to building individuals, brands, wealth, and positive social impact across a platform of various asset classes and legal structures.  Intent on participating in things that really matter, Josh founded The Safe Harbor Foundation (“SHF”) in which he serves as its President and Chairman.  On both of SHF registered DBAs, Josh happily serves as Board Chair of Circles Salt Lake (dedicated to providing pathways to families and individuals out of intra-generational poverty) and as a director in the Sunflower Children’s Home (rescues at-risk children who have either lost or been abandoned by their primary caregivers near Cusco, Peru).  Josh’s experience has helped him become an expert in contract negotiation; secured and tiered finance; securities regulation; estate planning for high-network families and individuals; corporate governance; merger and acquisition transactions; and nonprofit governance and compliance.

Prior to founding Tandy & Associates PLLC, Josh was a partner NEXO Capital Partners (“NEXO”) where he still remains an equity owner.  While at NEXO, Josh led international business development, transactional, and ex ante executional strategies as NEXO’s in-house counsel.  Prior to his time at NEXO, Josh was  an associate and global team manager at Goldman Sachs & Co. where he worked within its Private Wealth Management subdivision. During his time at Goldman Sachs & Co., Josh partnered with firm-wide stakeholders to proactively manage the firm’s exposure to risk; review, negotiate, and opine on the offering of new products for its high net worth clientele; and deliver quality trading, settlement, and other related services to its global teams.

  • J.D. from J. Reuben Clark Law School at Brigham Young University
  • B.A., Latin American Studies, Brigham Young University
  • Active Member of the Utah Bar Association
  • Capital Raising
  • Fluent in Spanish