Estate Planning

Multi-generational wealth preservation is a key objective for all successful entrepreneurs and ultra-high net worth families, in estate planning. We have assisted many families in developing long-term structures designed to maximize capital preservation while minimizing risk of family disputes. A sample of our engagements includes:

  • Meeting with entrepreneurs and their family to assist in articulating appropriate objectives
  • Developing plans and strategies for achieving those objectives
  • Preparing detailed instructions to solicitors for implementation of those plans
  • Reviewing and coordinating implementation with both the entrepreneurs and solicitors
  • Recognizing where family objectives are inconsistent with tax minimization issues and providing appropriate alternatives
  • Avoiding or resolving real or potential family conflict arising from the ownership of business and significant net worth

Estate Planning Team Members

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