Practices

Private Client Services

High-net-worth individuals and groups trust our attorneys with their sophisticated tax, gift, and estate planning; estate, trust, and foundation administration; family business governance and transition planning; and related planning matters. We monitor and respond promptly to changing tax laws and are often retained as special tax counsel, working in concert with our clients’ other attorneys and business advisers.

Our attorneys have extensive experience in estate and business planning for individuals, including members of family groups, entrepreneurs, owners of closely held businesses, CEOs, founders and leaders of businesses and charitable organizations of all sizes, and other senior executives. We have developed a state-of-the-art document assembly system to produce complicated wills and trust agreements efficiently.