Wealth and 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.

In our increasingly globalized world, families and their assets are spread around the world as people live, work, travel, and invest across countries and jurisdictions. Today more than ever, individuals and families need strategic planning for cross-border tax and succession laws. Our clients include U.S. citizens living abroad, non-U.S. citizens with assets and business interests in the U.S., multinational corporate executives, and multinational families with assets in multiple jurisdictions.

We offer comprehensive advice on a wide range of issues faced by multinational individuals and families, multi-generational families, closely held businesses, foundations, estates, and trusts. Our goal is to provide creative solutions to complex, cross-border legal and taxation issues to accommodate all types of transactions and unforeseen family and business situations. Whether structuring U.S. or offshore investments, drafting buy-sell agreements, recapitalizing corporations, or partnerships, or designing charitable giving, we customize our approach to meet your family and business needs and goals, seamlessly integrating income tax, estate and gift tax, and business planning with unmatched sophistication.