We assist high net worth individuals and families worldwide with the accumulation, management, transfer and protection of personal wealth.
We are one of the few boutique law firms with a sophisticated world-wide Private Clients practice. Our global resources allow us to provide one-stop, comprehensive service to meet all of your planning needs, wherever in the world those assets or your family members may be. They also make us uniquely qualified to handle complex, multi-jurisdictional estate disputes and why clients have put their trust in us.
Our focus is to help each Private client maintain multi-general assets using a foundation of best practices, values, and a sense of purpose through the establishment and effective management of their own customised single family office.
Part of our mission is to encourage all family members to become involved in the goal of developing and preserving family legacy through the instrument of the single family office. To achieve this goal we have regular meetings to build community and inspire each other, while inviting notable experts who we feel will broaden your outlook and bring in the freshest and most relevant ideas in the field.
Tax and estate planning for individuals; succession planning for closely-held businesses; compensation and retirement planning for executives; immigration and tax planning for multi-national families.
Estate and trust administration
We advise executors and trustees in all aspects of estate and trust administration, including probate; forced heirship; estate, inheritance and generation-skipping tax; fiduciary income tax; post-mortem tax planning; investment, valuation and liability issues; accountings and related court proceedings.
We represent fiduciaries and beneficiaries in will contests and in disputes involving the administration of estates and trusts, including high-stakes, multi-jurisdictional estate litigation.