Having over thirty five years of experience in providing guidance to families, we are confident that we can structure an estate or succession plan that works for you.

Our full-spectrum of services includes:

• Family business succession —We position families for future success by structuring an orderly transfer of closely-held businesses to the next generation;
  
  
• Estate planning—Through the use of wills and trusts we structure the transfer of wealth from one generation to the next while minimizing the tax cost and balancing personal family issues;
  
  
• Estate administration—We work closely with estate trustees, families, trust companies and charitable organizations to administer and distribute estates in a sensitive, efficient and professional manner;
  
  
• Charities and not-for-profits – We advise our clients on planned giving, including the establishment of charitable organizations and public and private foundations.