Strategic counsel for sophisticated clients

We help established business owners and their families plan for transitions, integrating business succession planning, liquidity analysis, cash flow and legacy planning into a unified design.

We advise multigenerational families with assets and interests domestically and abroad, designing cohesive structures that preserve wealth and intention.

We work with visionaries in the building phase of business, structuring entities, equity and tax strategies that evolve as their ventures grow.

We advise fund managers and investors on equity structures, carried-interest optimization, and cross-border tax alignment.

Advisory support for fiduciaries tasked with administering trusts and estates and responsible for estate and gift tax filings.