Advising high net worth families on the best practices they can implement to preserve wealth for multiple generations, which includes the creation of governance plans, coordinating and overseeing family meetings, and working together with all family advisors to get a full understanding of and create a roadmap for the entire family’s goals
Advising family businesses during times of transition to ensure ongoing business and family success
Providing charitable giving strategies and solutions that maximize contributions to organizations while making good tax sense for the client
Facilitating family meetings and participating as a legal and tax advisor
Serving as trustee of various trusts and advising trustors, trustees, and trust beneficiaries regarding trust administration of multi-generational dynasty trusts
Representing and advising owners and boards of directors of family-owned and closely-held business entities and joint ventures
Preparation of federal estate tax returns, gift tax returns, and income tax returns for estates and trusts
Forming and organizing nonprofit and tax exempt organizations and serving as director and officer of nonprofit organizations