Wealth Management

Meet The Team

Overview

You work hard building your estate to secure your financial future and share wealth. We help you leave the unique legacy you envision — whether transferring assets to future generations or charitable organizations — by developing tax-efficient estate and family business succession plans. Collaborating with your investment advisors, accountants and other professional consultants, we customize wills, trusts and other strategies to achieve your specific objectives. We partner with you for the long term, often advising clients across decades and generations. For fiduciaries, we provide insight into every step of the estate and trust administration process. When conflicts arise, we represent fiduciaries and beneficiaries in developing structured settlements or in pursuing and defending disputes involving wills, trusts, tax controversies and breaches of fiduciary duties.

Related Services and Industries

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