Many attorneys who serve ultra-high-net-worth clients focus mainly (or even exclusively) on trying to save taxes. But tax savings alone is not enough. We aim to achieve more for you, because, frankly, there is much more at stake than just the size of your estate.

Understanding Your Unique Blueprint

Your wealth is more than numbers on a balance sheet; it's a testament to your life's work, ambitions, and values. We understand that no two clients are the same, which is why we take the time to listen deeply and understand the full scope of your financial landscape and personal goals. We collaborate with you to design a plan that seamlessly integrates your desires for wealth preservation, philanthropic endeavors, and multigenerational legacy.

Precision Engineering for Complex Estates

For ultra high net worth clients, estate planning is an intricate process that demands precision and foresight. From tax optimization strategies to intricate trust structures, we employ advanced legal tools to ensure your wealth is safeguarded and transferred according to your wishes. Our approach is like that of an architect meticulously drafting a blueprint—every detail is accounted for, and every element is tailored to fit your unique circumstances.

A Personalized, Collaborative Process

We believe in a collaborative approach, where your voice is heard, your concerns are addressed, and your vision is realized. Our process involves:

• Comprehensive Consultations: We start with in-depth discussions to understand your family dynamics and legacy aspirations, and to review your holdings.

• Strategic Planning: We craft a tailored estate plan that aligns with your objectives, and that brings to life solutions beyond the scope of anything you may have imagined.

• Ongoing Support: We provide continuous guidance to adapt your estate plan as your circumstances change.

Safeguarding Your Legacy

Our goal is to help you define your legacy, then ensure that your legacy is preserved for generations to come. By leveraging sophisticated estate planning strategies, we help minimize tax liabilities, protect your assets from potential risks, and facilitate smooth wealth transfer to your heirs.

Why Choose Us?

• Expertise in High Net Worth Estates: With over 50 clients whose net worth exceeds $20,000,000 and nearly 20 clients whose net worth exceeds $50,000,000, we have extensive experience handling complex estates.

• Bespoke Solutions: We don’t believe in one-size-fits-all. Every estate plan we create is as unique as the client it serves.

• Cutting-Edge Strategies: Our firm stays ahead of the curve, and while we generally aim to be conservative and not too “cutting edge,” we still utilize the latest legal developments to provide innovative solutions for our clients.

Begin Your Journey with Us

Entrust your estate planning to a firm that understands the intricacies of ultra high net worth estates and is committed to creating a legacy that endures. Contact us today to schedule a consultation and take the first step toward a future that reflects your values, ambitions, and vision for generations to come.