Private Wealth Services

Working closely with our clients, we craft legal strategies that are designed to protect and pass on wealth. We bring a holistic mentality to every relationship, drawing upon our deep understanding of wills, revocable living trusts, irrevocable trusts, family limited partnerships, private foundations, and charitable planning tactics to ensure a tax advantaged transfer of wealth to future generations.

We act as trustees for a wide range of trust types, providing sound and sensitive stewardship of a decedent’s estate. We also advise trustees and beneficiaries in every aspect of the administration of trusts, including accountings and distributions, fulfilling tax reporting requirements, court filings, annual reports, trust modifications, disputes, and the selection of independent advisers.

Philanthropy is an important part of many families’ larger wealth transfer strategy. We have significant experience guiding high-net-worth clients towards the most efficient technique to achieve their philanthropic goals. This includes the formation of charitable trusts and private foundations, annual gifting programs, and other trust mechanisms that enhance gift tax exclusions and tax credits.

We guide clients through tax advantaged corporate and real estate transactions, and the development of holistic wealth management strategies through methods such as dynasty trusts, generation skipping trusts, family limited partnerships, family LLCs, irrevocable life insurance trusts, grantor retained annuity trusts, and private annuities.

We help families navigate the legal system and maximize the rights and benefits available to individuals with special needs, while planning for their long-term care. Often, this includes the creation of a special needs trust, through which beneficiaries can receive gifts, lawsuit settlements and other funds, while remaining eligible for income-dependent government programs such as SSI and Medicaid.

Family businesses have complex wealth management concerns that are deeply embedded in many aspects of their growth. We guide both business entities and their member-owners on all these issues, including business and partnership formation, major transactions and liquidity events, succession and estate planning, charitable planning, and the transfer of wealth through gifts and trusts.