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Practice Areas

Estate & Wealth Planning

Corporate

  • Estate and trust planning 
  • Wealth transfer and multi-generational planning 
  • Mergers, acquisitions, and dispositions
  • Charitable and philanthropic planning 
  • Corporate governance 
  • Life insurance and liquidity planning
  • General corporate counsel 
  • Asset protection strategies
  • Business formation and organizational structuring 
  • Discounted gifting strategies
  • Buy-sell and ownership agreements
  • Family office structuring and administration
  • Succession and transition planning
  • Family limited partnership and LLC planning
  • Estate, gift, and generation-skipping transfer tax planning, compliance and, preparation

Tax

  • Sophisticated estate, gift, and generation-skipping transfer tax planning and reporting
  • Corporate, partnership, individual, and trust tax planning and compliance
  • Tax planning for closely held businesses and family offices
  • Transactional and structuring analysis for complex investments, real estate, and business succession
  • Charitable and philanthropic planning

Real Estate

  • Real estate acquisitions and dispositions
  • Commercial leasing
  • Real estate ownership and entity structuring
  • Financing and secured lending transactions.
  • Development and investment property matters.
  • 1031 exchanges and tax-efficient transaction structuring

Estate & Trust Administration

  • Complex estate/trust administration for high-value, multi-asset, and multi-jurisdictional estates
  • Federal estate tax return preparation with valuation strategy for closely-held businesses, real estate, and illiquid assets
  • GST tax planning and allocation, including exemption preservation across generation-skipping trusts
  • Subtrust funding and division (marital, family, GST-exempt) with sophisticated allocation strategies
  • Coordination with appraisers, family offices, financial advisors, and CPAs
  • Discrete beneficiary communications and dispute resolution for complex family/trust structures
  • Ongoing fiduciary advising and trust modification/decanting

Private Clients & Families

Who We Serve 

We provide highly personalized legal and strategic counsel to individuals, families, and family offices serving as a central advisor across the full spectrum of private client matters. Our approach is relationship-driven and comprehensive, allowing clients to rely on a single team to coordinate, manage, and implement sophisticated planning strategies, tailored to their unique personal, financial, and family objectives. 

Our goal is to simplify complexity, provide continuity across generations, and deliver thoughtful guidance that protects and preserves family wealth, business, and legal assets over the long term. 
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Business Owners

We provide personalized legal and strategic counsel to business owners, entrepreneurs, and family enterprises throughout every stage of the business lifecycle. Serving as ongoing outside counsel, we help clients navigate formation, growth, governance, succession, and transition matters with practical guidance tailored to their specific business, industry, and long-term objectives. 

We coordinate closely with clients and their other advisors to manage the legal and organizational detail necessary to keep business operating efficiently and positioned for long-term success. By providing comprehensive and responsive counsel under one roof, we help business owners simplify complexity, maintain continuity, and make informed decision making with confidence as their businesses evolve. 
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