René Morency

René joined Sandberg Phoenix in 2021 and is a member of the Business and Business Litigation practice groups. He advises clients on day-to-day business matters such as contract drafting and negotiation, purchases and sales. René keenly understands the intersection of closely-held business and estate planning. Prior to law school, René was the principal of a boutique consulting company, where most of his clients were private foundations, charitable trusts and Fortune 500 corporate giving programs. Two of his key clients included a multi-billion-dollar private equity company and a family foundation made possible by the wealth of the private equity company. There, René’s passion for successful mergers & acquisitions and strategic philanthropy grew. This led him to seek degrees in law, business, finance and tax.

René believes that you can only provide effective counsel if you understand your client’s interests, why those interests are valuable, and what circumstances may change your client’s value proposition. This is of great importance to René because he understands first-hand what it is like to have grown a business, through two major recessions, while he counseled others. 

Outside of the office, René enjoys his family; the arts; and swimming, biking and running.