Wealthy families and family offices will find a comprehensive solution to their planning needs with our team of experts. We provide a range of services including planning, advisement, risk mitigation and compliance for affluent families. We specialize in family office structure, internal controls, operational reviews, risk assessment, investment consulting and family office tax planning and preparation.
We are experts on complex and ever-changing individual, corporate and estate tax laws. It is our job to protect you and your interests while you enjoy your family and the life you’ve worked so hard to build.