We guide individuals and families in creating customized trusts, wills, and estate plans to achieve their personal estate planning objectives, plan for potential incapacity, and protect their family and assets. We serve a diverse client base where all types of families and relationships are respected.
Business & Transactions
From idea to exit, we help growing businesses reach their goals. Collectively, we have worked on hundreds of start-up, financing and M&A transactions, providing efficient, effective, and strategic advice.
Tax
We provide transactional tax advisory services to businesses and individuals. Our in-depth knowledge of tax law, especially around transactions and estate planning, helps our clients achieve optimal tax efficiency.