Private Clients, Trusts, and Estates

Wealthy families risk losing a substantial part of their assets to taxation without proactive planning. Alongside this, establishing a robust asset governance framework is imperative. To address these critical areas, foresight and strategic action are necessary.

We work closely with clients to create individualized estate plans that meet both wealth management and tax reduction goals. We assist in selecting appropriate lifetime wealth transfer strategies, keeping abreast of legislative changes affecting gift and estate taxes. To implement these plans, we develop legal structures such as specialized trusts or limited liability companies (LLCs).

Our services cater to a wide array of clients, from entrepreneurs to legacy inheritors. We also handle unique assets like art collections and real estate. For international clients, we offer specialized techniques beneficial for U.S.-based assets or beneficiaries.

We focus on estate planning for business owners, developing tax-efficient strategies around pivotal business lifecycle events, such as IPOs or business sales. Succession planning is another key offering, guiding clients on the best path for the future of their business assets.

Charitable giving often ranks high for our affluent clients. We specialize in advanced charitable giving methods, including charitable remainder trusts, charitable lead trusts, and private foundations, all while navigating complex tax rules, particularly when business assets are involved.

The end result of any effective estate planning is its thorough administration. Executors and trustees often turn to us for end-to-end administrative support, covering legal, tax, and accounting aspects. Our skilled team of fiduciary accountants and administrators provide invaluable assistance.

We represent fiduciaries and beneficiaries in complex and sensitive trust and estate disputes. Given the familial and high-profile nature of these conflicts, we prioritize confidentiality and aim for out-of-court settlements when feasible.

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Our comprehensive approach ensures that clients navigate the complexities of estate planning and administration with confidence and peace of mind.