The Firm's Gift and Estate Tax planning practices for high net worth individuals and families.
At the Firm's inception, the founders decided that their clients would be well-served in the investment area.
For many wealthy families, the acquisition of significant life insurance can be an important part of the overall wealth preservation plan.
As an extension of the firm's investment advisory practice, several of our clients asked for our counsel regarding private equity investing.
Clients often request the Firm to assess and implement improvements to the client's family risk management program.
In most family wealth planning cases, the non-financial considerations are at least as important to the client as the purely technical aspects are, if not more so.
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