Legal Services We Offer
Private Wealth & Estate Planning
We offer a comprehensive approach to wealth management, blending private wealth services with estate planning. Our focus is on tax optimization, asset protection, and ensuring a lasting financial legacy through wills, trusts, and other estate planning tools. We help high-net-worth individuals and families efficiently manage, protect, and pass on their wealth with a long-term, tax-efficient strategy.
Tax Planning
We specialize in strategic tax planning and wealth preservation, helping you minimize tax liabilities while maximizing savings.
Tax Controversy
If you're facing tax disputes or investigations, we offer strong representation in resolving issues with the IRS or state tax authorities. From audits to appeals, we provide expert guidance to navigate these challenges with confidence.
Private Companies
Our firm offers legal guidance for private companies on business structuring, mergers and acquisitions, corporate governance, and tax strategies, helping you grow your business and minimize legal risks.
Family Offices
We provide specialized services to family offices, including strategies for managing complex wealth, tax planning, asset protection, and governance, ensuring your family’s wealth is preserved for generations.
Nonprofit and Tax-Exempt Organizations
We assist nonprofit organizations with legal matters such as formation, tax-exempt status, compliance, and governance, helping them operate within legal parameters while focusing on their mission.
Business Law Services
We provide expert legal counsel on a wide range of business-related matters, including contracts, mergers and acquisitions, and corporate governance. Whether you're starting a new business or managing an established one, we offer strategic solutions to protect and grow your business.