Wealth Advisory

The preservation and transfer of wealth requires careful planning and stewardship. Our Wealth Advisory Team offers a holistic, tailored approach to private wealth management. We provide a broad range of tax, estate, and business planning services for high net-worth individuals and families, while connecting clients to insurance and financial investment services.

We devise and implement strategies that meet our clients' goals for their wealth and plan for future generations. Good stewardship means both minimizing the impact of taxes and addressing unique circumstances.

Our experience encompasses a full range of matters, including tax planning, corporate and business law, mergers and acquisitions, estate planning, trusts and estates administration, business succession planning, charitable giving, and estate litigation. We offer direct access to the cross-disciplinary resources of a full-service law firm so that each client receives a customized level of service and specific experience.

We are committed to helping our clients safeguard their wealth. Please contact us to access personal legal advisors who provide sophisticated counsel in a complex, dynamic environment.

Services Offered:

• Estate Litigation
• Strategic Estate Planning
  • Wills
  • Trusts
  • Enduring powers of attorney
  • Personal directive
• Tax planning
  • Corporate tax planning and business transitions
  • Wealth transfer planning for individuals and estates
  • Charitable giving
• Integrated Business Planning
  • Creation, acquisition, management, growth, expansion, reorganization, sale and wind-up of private corporations, public companies, joint ventures, and limited partnerships of all types and sizes
• Advice on complicated public and private offerings, compliance work, debt and equity financing, real estate syndications, and institutional loans
  • Connection to insurance and wealth advisors