Your wishes, our plan

For business owners, protecting family wealth for future generations is paramount. We work with individuals and businesses to formulate and implement creative strategies to safeguard and transfer wealth and fulfill the legacy they wish to achieve with it.

Good stewardship that protects future generations

As trusted advisors, we counsel clients on estate planning issues with a keen focus on minimizing the impact of taxes and addressing your unique circumstances. In addition to business owners, we also advise both beneficiaries of wealth, as well as business successors.

Our Trusts & Estates team offers a broad range of private client services, including:

  • Business succession and charitable planning
  • Estate and trust administration
  • Digital assets
  • Estate and trust litigation
  • Guardianship for minors
  • Personal tax-driven estate planning
  • Probate
  • Special needs planning
  • Wills and trusts