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A Complete Range of Legal Services For Wealthy Individuals and Families:

  • Individualized Counseling
  • Estate Planning Legal Services
  • Design of Responsible and Creative Programs for Wealth Transmission
  • Tax Advice and Strategic Planning
  • Tax Controversy Counsel (Audit Representation) & Private Letter Rulings
  • Post-Mortem Strategy and Administration
  • Business Transition Planning
  • Tax Return Preparation
  • Charitable Giving & Philanthropic Strategies
  • Foundation Oversight
  • Family & Business Governance Education
  • Family Meeting Resource
  • Fiduciary Compliance