Estate Planning & Wealth Planning

Our extensive tax and estate capabilities are integrated into the wealth management process, allowing us to capture synergies around strategy, implementation, convenience and cost.


We are actively involved with clients in formulating an estate plan, drafting wills and trusts, establishing private foundations, and implementing sophisticated wealth transfer and charitable giving strategies.


Our partners’ extensive tax experience allows us to assess the tax consequences of investments and to utilize structures to minimize taxes where appropriate.


The combination of our investment advisory business and legal practice gives

us the ability to act as a trusted advisor to

clients on a broad range of personal financial and tax-related matters.