As estate planning and tax lawyers, we have found that a complex governance structure often causes
the family to lose
purpose with respect to its wealth. Over time, family or group members become
disconnected to the estate planning
documents and governing entities and frequently do not understand the terms
and purposes of each. The real challenge is to help our clients integrate their
wealth with their lives.
Help you articulate objectives and
understand the structures governing your resources. We recognize that each
client is different, with his or her own goals and needs.
- Our primary goal is to gain a thorough understanding of
your goals now and in the future.
- We remain focused and guided by your needs above all else.
We create a framework to
work with clients to address governance, investment, tax, wealth transfer and
philanthropic goals. We ask, "What is the purpose of the wealth?" Like
the philosophy of
Advisors, we provide
services reflecting individuality and freedom, multigenerational
considerations, functionality and trust, interrelated with many other spheres of