We counsel individuals, fiduciaries, and family offices in all aspects of wealth planning, including family legacy planning, business succession planning, navigating the complex transfer tax system, trust and estate administration, and fiduciary litigation.
We represent a broad and diverse clientele, including business owners, high-net-worth individuals, young families, and individual and corporate fiduciaries. Our inter-disciplinary team of wealth planning and business lawyers is uniquely suited to serve the needs of business owners and fiduciaries administering complex business assets.
We pride ourselves on our ability to translate complex legal concepts and terminology into clear, concise advice for our clients. We are dedicated to understanding our clients’ unique needs and circumstances, providing customized and responsive legal services, and communicating clearly and in plain English at every step of the way. If you’re looking for practical, effective solutions to your wealth planning needs, we’re here for you.