Private Wealth Services

Our Private Wealth Services practice group works closely with our clients and assists them in developing creative and tax-efficient solutions for their current and long-term estate planning and succession needs. Our services include estate and business succession planning, domestic and international estate and gift tax planning, pre-immigration planning, wealth preservation planning, estate and trust administration, estate and trust litigation, guardianship and conservatorship administration, preparation of marital agreements (prenuptial and postnuptial agreements), tax analysis and establishing and administering non-profit and charitable organizations.  Our representative clients include high and ultra-high net worth individuals, owners of closely held businesses, active and retired business executives and professionals, professional athletes, entertainers, entrepreneurs and foreign nationals, as well as members of their families.