Trusts & Estates

Our client base is broad and national in scope. We tailor our approach to the size and complexity of your estate, using streamlined and efficient systems where possible but applying cutting-edge tax and estate planning techniques where necessary to preserve the most value.

We help family business owners plan for orderly successions and manage liquidity events. In particular, we assist family businesses with buy-sell agreements, business succession, pre-sale tax planning, and governance. We also partner with other business advisors who specialize in family businesses to holistically resolve the issues that impede the success of our family business clients.