If you are here for estate planning, are you concerned about the impact of wealth on your heirs?
If you are here to protect your assets, do you want proven, effective solutions that are backed by generations of case law?
If you want a legal advocate in a probate or trust administration (including litigation, or a guardianship or conservatorship), do you want an effective problem-solver?
Are you concerned that 70% of wealth transfers to the next generation fail?
Financially successful families are often unaware of how to prepare their heirs to receive and manage wealth. Internal family issues around trust, communication and planning often get in the way.
We believe that the successful transition of family wealth and values is not only better for your future generations, but also makes the world a better place.
Our goal is to address your current concerns, and then set your family up for future success.