We provide personalized, innovative legal services to high net worth individuals and family groups to provide customized, confidential representation required by sophisticated clients who prefer their personal matters be handled separately from their business affairs.
We concentrate in wealth preservation and the tax-efficient transfer of assets from generation to generation. Our experienced knowledge encompasses providing private individuals with estate planning and administration, asset protection, compensation and retirement planning along with advice on charitable foundations.
Our diverse client roster includes individuals who maintain residences in several jurisdictions. We also represent foreign nationals and assist them in structuring their U. S. investments in order to minimize the impact of federal and local taxes.
Our private individual attorneys regularly work with other departments within our firm, including real estate, litigation, and business/corporate to best assist the client with achieving their objectives.