Leif Lundberg

Leif grew up in Sweden where he obtained a Bachelor of Law from Lund University followed by a Masters of Law & Economics while attending Oxford, Hamburg and Ghent Universities.

Following graduation, Leif worked in Stockholm for a few years as an analyst at a boutique investment banking firm and as a law clerk at the Administrative Court of Nykoping.  In 1997, he was offered an opportunity to join the international practice group of Smith Helms Mullis & Moore (now part of McGuireWoods).  In 2000, Leif joined Optcapital as Managing Consultant advising corporate executives on the design and administration of nonqualified tax-deferred compensation.  He has since consulted with both hedge fund managers and trial lawyers on the deferral of income and retention of key associates. 

Having had the benefit of working closely with trial lawyers, and studying what others were doing in the attorney fee deferral market, Leif co-founded JurisPrudent Deferral Solutions in 2014 with the sole purpose of creating fee deferral solutions that give trial lawyers better quality, transparency and benefit safety.  As President, Leif is responsible for the day-to-day operations of the company, and manages its sales and marketing efforts. 

Leif lives in Charlotte, North Carolina, with his beautiful wife, Kaylee, and their two boys, Charlie (age 8) and August (age 11).   He enjoys traveling, fly-fishing, skiing and most any type of sport involving a ball. Leif is the co-founder of the Charlotte World Cup, an annual soccer tournament benefitting Street Soccer 945.

EXPERIENCE

JURISPRUDENT DEFERRAL SOLUTIONS LLC  |  2014 – PRESENT

Co-founder and President 

  • Co-developer of JPDS’s deferral solution for attorneys

OPTCAPITAL LLC  |  2012 – 2014

Managing Director of Law Firm Markets

  • Primary responsible for law firm client development
  • Consulted successful trial lawyers on the design of contingency fee deferral and retention of key employees

OPTCAPITAL LLC  |  2006 – 2011

Senior Managing Consultant

  • Consulted law firms on the design of contingency fee deferral and retention of key employees.
  • Following Section 409A, consulted hedge fund managers and institutional investors on design and administration of 409A compliant NQDC programs

LUNDBERG CONSULTING LLC  |  2003 – 2005

Owner

  • Worked as management consultant to various companies incl., IKEA-North America and US Greenfiber 

OPTCAPITAL LLC  |  2000 – 2003

Managing Consultant

  • Consulted Fortune 1000 companies on the design and implementation of NQDC programs using discounted options.  

SMITH HELM MULLISS & MOORE (NOW MCGUIRE WOODS)  |  1997 – 1999

Associate 

  • Member of the firm’s International practice group

ADMINISTRATIVE COURT OF NYKOPING, SWEDEN  |  1996

Law Clerk 

  • Analyzed and wrote briefs on cases involving social security law and EU tax law