Estate Planning

Estate planning is essential to wealth preservation and the continuity of family-owned business enterprises. We take a holistic approach to estate planning in conjunction with asset protection planning, seeking to ensure that a comprehensive asset protection plan serves your defined estate planning objectives.

Wills & Trusts

We perform comprehensive will and trust design, implementation, and ongoing maintenance. In keeping with our firm philosophy, we focus on understanding you and your own expectations regarding your family and your business.

Estate & Gift Tax Planning

We advise families on wealth transfer taxes and the planning techniques best able to minimize those taxes. Members of our service team have successfully represented clients in litigation with the IRS over estate and gift tax liabilities.

Family Limited Partnerships, Family LLCs, and Foundations

We advise high net worth individuals and their families on discounted valuation strategies that facilitate tax-efficient wealth transfers among succeeding generations of family members.  We also represent clients in the formation, registration, and maintenance of their charitable foundations.

Family Office Services

Many asset protection and estate planning strategies rely on the successful implementation and faithful maintenance of a common family office enterprise.  Our firm assists clients in the establishment and operation of their family office in the USA or in leading international financial centers.