Family Wealth Planning

Our family wealth planning practice integrates estate and wealth transfer planning, taxation, eldercare planning, and for the entrepreneur, business succession planning. We can help you develop a comprehensive wealth transfer plan that considers numerous complex aspects, including liquidity needs of current and future generations; stewardship and conservation of assets; ownership structure; asset protection planning; charitable objectives; future business and investment plans; insurance needs; and income, gift and estate and generation-skipping taxes. Moreover, we work closely with you to ensure that your plans address your concerns and long-term goals. If you own or operate a business, we also take into account the special challenges you face, such as ownership and management, succession planning, strategic development and taxation.