Professionals

We specialize in trust and estate planning and administration, family office services, wealth preservation and legal issues that confront executors, trustees, and beneficiaries.  We work with our clients to design and implement tax and estate plans that are personally appropriate to our clients’ needs and that preserve their wealth and values for future generations.  We counsel our clients on the use of trusts, family business entities, charitable planning techniques, and intra-family transactions as part of the process of creating legacies that make a lasting difference for themselves, their loved ones and their communities.  

We work closely with other professional advisors as part of an effective team committed to advancing the best interests of our mutual clients.