Tax & Wealth Management

We help our corporate clients with their transactional,
advisory, and litigation needs in a range of industries.Your Content Goes Here


Our tax practice encompasses tax planning, compliance, and litigation for individuals and businesses.  We provide tax advice in the following areas:

  • Tax planning for Real Estate funds
  • Opportunity Zones
  • Tax analysis of Cross-Border Transactions
  • Tax planning for individuals and family offices
  • Corporate, partnership, and income tax issues

Trusts & Estates

We guide our clients through the process of anticipating and planning his or her personal needs in the event of incapacitation and for the ultimate disposition of his or her assets. We represent a wide array of clients, ranging from those with minimal assets and basic planning needs to those with substantial and complex assets and circumstances requiring sophisticated tax, asset protection, and business succession planning. We carefully tailor each estate plan based on the unique needs and desires of the client and on the ever-changing landscape of our legal and tax environment, and we regularly coordinate our planning and implementation efforts with the client’s accountant, investment advisors, and insurance professionals.

We additionally provide advice and guidance to executors, trustees, and guardians who administer fiduciary funds, and the beneficiaries of such funds. We assist with the probate process, preparation, and filing of all necessary forms, inventories, and tax returns (estate, inheritance, gift, and income taxes) and prepare fiduciary accounts for the settlement of estates and trusts in an informal setting, as well as with formal court audits.

Family Offices

We work with a diverse group of professionals from many practice areas to act as a trusted advisor to family offices.  We act as outside general counsel to families and help them to create their family office, be it a single-family office, or starting with a virtual family office to a private trust company.  We help build the structure that will guide the governance and operational management of the family office.

We help develop and implement legal strategies to preserve and protect the wealth of clients and help with succession planning.  Our broad and comprehensive view of family offices, help our clients develop multi-generational plans for their family.