Private Wealth Services Estate, Succession and Wealth Preservation Planning

Our lawyers are the go-to professionals for select high net worth individuals and family offices requiring structured wealth preservation, estate and asset protection planning.

Clients enjoy the same blue chip counsel found in larger global firms, but in a more personal, and lower overhead environment.

Our attorneys work together as a team, carefully quarterbacking issues to ensure that all parties are informed and consulted with as appropriate. We are able to provide clients with the following estate, succession and wealth preservation services:

  • Preserving, increasing, and transferring wealth
  • Plan for the orderly and efficient succession of family businesses

  • Review and assess minimization of tax liabilities and other transfer costs

  • Prepare traditional estate planning documents, such as last will and testaments and trust agreements

  • Design and implement sophisticated strategies for the tax-efficient passage of wealth to individual and charitable beneficiaries

  • Emphasize the utilization of non-probate transfer arrangements in order to provide maximum benefits at the most reasonable costs to our clients, their families and other beneficiaries