Private Wealth Services
Holistic, done-for-you management of complex family & asset situations, coordinated with tax and financial professionals.
Our Law Firm as Your Family Office
Our Firm frequently serves as "family office" to our higher net worth clients, leveraging our deep legal and tax expertise to guide your team of professional advisors toward your lifetime and legacy goals.
Particularly for our Clients whose most limited asset is their own time, we can ensure that all phases of business, financial, and tax planning consistently progress toward desired goals, without our Clients needing to be regularly involved in managing interdisciplinary professional relationships.