About
Founded 1989
At our firm, we offer specialized services tailored to affluent families and their privately-owned enterprises. Our unique philosophy allows clients to engage closely with a select team of advisors who draw from the extensive resources of a dedicated tax law practice. We seamlessly blend advanced strategies in family wealth management, estate and tax planning, and business consultation while incorporating various other legal services into our offerings. This holistic method not only streamlines processes for our clients but also delivers significant efficiencies and cost savings by ensuring thorough analysis across familial, financial, and commercial matters. Clients can count on us as a steady source of direction regarding all aspects related to their planning needs. Many enduring partnerships span multiple generations—catering especially to those involved with complex trusts, charitable foundations, or diverse business ventures. While we excel in providing intricate strategic guidance through these facets of planning—our sensitivity towards personal dynamics within families strengthens our approach significantly as well. Our primary areas include Family Wealth Management & Estate Planning; Trusts & Estates Administration; Tax Law; Non-Profit Organizations; Private Foundations—and additionally cater comprehensively to individuals—including seniors—as well as Veterans navigating Elder Law issues like Medicaid Planning , Wills , Trusts , Power Of Attorney forms ; Special Needs provisions ; Veteran Benefits assistance and Real Estate matters .