Our clients rely on our estate, tax, and financial strategy capabilities to meet personal and family financial goals.

An integrated approach allows us to proactively present you with appropriate strategic opportunities as your wealth grows, your family changes over time, and the legislative and financial landscape shifts.

Personal and Family Objectives

  • Planning for both near- and long-term personal and financial goals
  • Family governance and education of next generation
  • Family business succession planning
  • Managing opportunities and challenges brought about by sudden wealth

Wealth & Estate Planning

  • Tax-efficient wealth transfer planning
  • Liquidity and cash flow planning
  • Retirement asset planning
  • Asset protection planning
  • Asset ownership and location: family trusts, LLCs, and partnerships
  • Estate plan design and implementation
  • Income tax planning

Philanthropic Interests

  • Assisting with the design, establishment, and administration of a family foundation
  • Advising on appropriate assets for charitable contributions
  • Identifying philanthropic vehicles to accomplish your family‚Äôs charitable giving goals