Wealth Transfer Planning

We help our clients achieve their goals. We learn about our clients’ values and wishes, their family situations, their businesses, and their philanthropic interests. We analyze their financial condition, assessing assets, liabilities, and cash flow. With a deep understanding of our clients’ circumstances, we create comprehensive strategies that transform our clients’ goals and wishes into plans that embrace their values. Given the complexity of our clients’ business and financial situations, our advice typically is multi-phased and involves a combination of tax planning, business planning, and philanthropic planning.

Tax Planning

Through thoughtful planning, we help our clients to mitigate and manage their exposure to federal, state, and foreign taxes. Our clients’ asset holdings often include a complex array of business interests, real estate, investment vehicles, intellectual property, insurance, and other assets. We advise our clients on tax-efficient ways to structure their asset holdings. We also advise our clients on wealth transfer strategies to reduce or eliminate estate, income, and other taxes. Through lifetime gift programs and the use of business entities, trusts, financing, and other arrangements, we help our clients navigate the challenges of efficiently holding and transferring their wealth.

Business Planning

For many of our clients, their business holdings represent their primary sources of wealth and wealth creation. For clients who may be contemplating a sale of the business, we work with them to structure their business holdings so that they can minimize potential taxes upon an eventual sale. For clients who are inclined to preserve their businesses for succeeding generations, we help them develop plans to achieve that goal. Drawing on our principals’ business experiences, we advise our clients concerning sound ownership and governance structures. In doing so, we help our clients to ensure that their businesses will be less prone to deleterious distractions caused by internal succession issues or conflicts among family members with disparate interests concerning the business. In short, we help our clients create conditions conducive to the long-term preservation of their businesses.


Many of our clients have strong philanthropic values. We help them to integrate philanthropy into their plans. To that end, we advise our clients concerning ways to support charities and philanthropic endeavors, including through the use of sophisticated charitable giving techniques. We also help our clients to create and administer private foundations.