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