We Help:

  • Successful Families
  • Business Owners
  • The Advisors they work with

By Resolving :

  • Messes
  • Transitions
  • Asset Protection
  • Litigation
  • Complex tax issues

We take joy in serving the needs of
our Clients and Advisors through:

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    FamilyCare™ Group

    Traditional Business, Estate, & Elder Law Planning, Succession, and Litigation

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    FamilyCounselor™ Group

    Wealth Protection & Transfer Strategies for Business Owners and Families with assets between $15 and $75 million

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    FamilyGovernance™ Group

    Supporting Family Offices, Trust Companies, and Fiduciaries who help Businesses and Families with assets exceeding $75 million

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    Wealth Advisor Partnering Program

    Assisting Attorneys, Accountants, and Consultants with Particular Client Cases through Collaborative Planning and Implementation