We provide comprehensive representation for families and individuals. Our wealth planning services include, but are not limited to:
- Wealth Planning and Preservation: Crafting strategies to protect and grow your family’s wealth over generations.
- Tax Planning: Collaborating closely with CPA firms and Financial Advisors to develop efficient tax strategies that minimize liabilities.
- Trusts and Corporate Services: Establishing and managing a range of trust structures and corporate services tailored to your family’s needs.
- Family Governance: Advising on the establishment of frameworks and policies to support the management of your family’s affairs.
- Charity and Philanthropy: Guiding your family in making impactful charitable contributions and setting up philanthropic endeavors.
- Estate Planning: Crafting comprehensive estate plans, including living trusts, marital deduction trusts, irrevocable trusts, life insurance trusts, charitable trusts and foundations, and grantor retained annuity trusts, to ensure your legacy is preserved as you envision.
- Succession Planning: Strategizing for the future with recapitalizations, buy/sell agreements, split-interest acquisitions, partnerships, estate freezes, private annuities, self-cancelling installment notes, and thoughtful gifting strategies.
Our aim is to provide holistic support, ensuring your family’s wealth is managed, preserved, and transferred according to your precise wishes, now and for generations to come.