Estate Planning

We understand the importance of preserving your wealth to pass from one generation to the next. We take the time to fully understand our clients’ unique needs and objectives, in order to provide comprehensive estate planning and succession planning for individuals, businesses, families, and family offices. Central to our estate planning process is having a conversation with you about your values, concerns, objectives, and options. Through this collaborative approach, we facilitate the creation and refinement of your individualized estate plan to achieve your goals and preserve your wealth for children and grandchildren.

We create tailored asset-management, estate, and business succession plans for individuals, businesses, and families. Whether you are still accumulating wealth or have a significant estate to leave as your legacy, our team is experienced in planning for taxes, charitable giving, creditor protection, and the succession of wealth to the next generation. Our personalized approach to each client allows us to structure and design estate planning documents that best serve your personal and financial goals.