By continually finding new and better ways to serve our clients, we’ve established ourselves as the go-to wealth transfer and planning resource for high-net-worth individuals. We are known for our ability to distill sophisticated legal concepts into clear, actionable advice and have pioneered the estate planning practices that lead the industry.
Our Trusts & Estates Practice Group builds innovative, personalized strategies that advance clients’ unique needs and protect their financial legacies. We use the same problem-solving approach to successfully represent public charities and private foundations.
We work in tandem with clients’ other advisers, such as financial planners, investment advisors, family office managers, accountants and insurance agents, to coordinate our clients’ estate plans with their financial structure.