Wealth Planning

Our integration of estate and income tax planning with wealth management allows us to provide differentiated, tax-efficient investment advice and customized estate and wealth transfer planning for our clients.

Services Include

Estate Planning
Preparation of wills, trusts and related legal documents
Estate Administration
Full range of legal services to administer estates
Trust Administration
Comprehensive services to manage and administer trusts
Philanthropic Advising
Consideration and implementation of charitable options
Review and Monitoring
Continual evaluation and updating of current estate plans
Advise on appropriate insurance strategies and review existing coverage

Our Philosophy


We believe the integration of our investment advisory firm and law firm is unique among our peers.


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

The combination of our investment advisory business and legal practice allows us to act as trusted advisors to clients on a broad range of personal financial matters and permits us to tailor and draft each client’s estate plan accordingly.


We are focused on after-tax returns.


Our partners’ extensive backgrounds in tax law enable us to assess the tax consequences of investments and utilize structures to minimize taxes where appropriate.

We are adept at integrating multi-generational wealth transfer strategies and charitable planning in order to preserve multi-generational wealth.


Our estate planning services are led by two partners who focus exclusively on the practice of estate and gift tax planning and administration.

With over 40 years of combined experience, both hold senior positions in several industry professional organizations and are supported by two estate administrators, a senior trust manager and a legal assistant.