Strategic
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.
Seasoned
Our partners’ extensive tax experience allows us to assess the tax consequences of investments and to utilize structures to minimize taxes where appropriate.
Integrated
The combination of our investment advisory business and legal practice gives
us the ability us to act as a trusted advisor to
clients on a broad range of personal financial and tax-related matters.