Estate Planning & Businesses Representation by Concierge Subscription
Unparalleled responsiveness, with direct access to the schedules of our legal team.
Expertise in estate planning, ensuring the seamless transfer of assets and preservation of wealth for future generations.
For business clients, a proactive approach to legal matters, anticipating issues and providing strategic guidance to avoid potential pitfalls, all while harmonizing services with your family’s estate plan.
Coordination with your financial advisor, accountant, insurance broker, and anyone else on your team of experts.
An "in-house general counsel" or "family attorney" role, providing clients with continuous legal support and advice.
A limited client base, ensuring our undivided focus on each client's unique needs.