Strategic income, capital gains and estate tax planning. We seek to first eliminate then reduce your tax exposure to keep more of what you’ve built and ultimately give to your choice of charity not named the government.

Likely the most delicate piece of our work together, balancing the protection of your assets from creditors and the government while maintaining control and usage during your lifetime.

Acquisition and Sell-side strategies, business consulting, employee compensation arrangements, retirement plans.

Documented Investment policies, core values and guiding principles by which family wealth is managed, distributed and passed-on. We will also help manage family dynamics and facilitate family meetings.