Private Client Services, Trusts and Estates 

Many of our client relationships span generations. We customize sound estate plans and wealth management strategies that target your personal goals. We also have substantial experience in planning and guiding the efficient transfer of assets and family businesses from one generation to the next.

Whether your life situation requires advice about the perpetuation of personal wealth and investments for later generations, business succession planning, leaving a legacy or protecting your family, you will be working with a forward-thinking team of family advisors who approach matters holistically and whose competencies extend across a variety of areas, including:

• Asset Protection
• Charitable Planning
• Corporate Succession
• Estate Planning
• Family Governance
• Family Office Establishment and Administration
• Gifting
• Income Tax Planning and Compliance
• IRS Controversy
• Pre- and Post-Marital Planning
• Private Aircraft Acquisition
• Trust and Estate Administration
• Wealth Transfer

We understand that people just starting a family have different aspirations and concerns than those who are changing careers or have acquired substantial wealth and want to pursue philanthropic or faith-based goals. We understand the needs of non-traditional families. We appreciate the individuality of each of our clients and we are genuinely eager to help you accomplish your plans.

Our role is not only to help you with wealth transition issues today, but to help you manage your estate throughout your lifetime.