Our wealth transfer practice is focused on representing families and their closely held businesses. This practice includes the structure of those family and business assets and related debt, sophisticated estate and philanthropic planning, asset protection, multigenerational structure and wealth-preservation planning.

Good wealth management and estate plans help individuals and families with some of their most important concerns, including:

  • Multigenerational transfer of wealth.
  • Tax minimization strategies.
  • Protection from creditors.
  • Business continuity and succession.
  • Wealth transfer and tax aspects of concentrated asset positions.

Whether you are looking to transfer assets during your lifetime or after death, we can devise the best plan for you.  With an inventory of those assets, we can determine the best way to transfer them to the individuals of your choosing, minimizing tax consequences.  Many clients are looking for ways to protect their family and manage their assets in a way that will help provide for family members down the line.  We can find the best solution based on your circumstances to effectuate this goal. 

Many individuals also include some form of philanthropic planning into their wealth management plan.  There are a number of methods for structuring your charitable gift.  We can assist you in contributing to charitable causes and ensuring that your gift has the maximum impact. 

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