Private Client Services

We offer a unique suite of tailored solutions designed to address all your wealth management needs, including comprehensive trust and estate planning and administration services.

High-net-worth individuals and families require quality, precision legal advice to help them create, grow, and preserve their wealth.

The private client services lawyers at our firm offer an individualized, holistic approach to meet each client’s personal needs – from representing multiple generations of a family and long-term philanthropic planning to basic trust and estate administration. This approach is designed to empower clients through comprehensive, tailored solutions that address all aspects of wealth management, no matter how unique or complex their circumstances may be.

We represent high-net-worth individuals and families, business owners, family offices, and corporate fiduciaries, as well as charities and nonprofits. They rely on the breadth and depth of our experience to help them realize their goals – for themselves, their families, and their businesses, while reducing exposure to corporate, gift, and estate taxes.

Our priority is to provide the most sophisticated tax and estate planning counsel, and, along with our fiduciary litigators, provide top-quality representation in complicated trust and estate litigation – so you can be confident that your hard-earned wealth remains secure for you and your family for generations to come. 

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