About Us

Wealth Management Experts
Many successful people have a unique talent for accumulating wealth, but frequently fail to take steps to protect their assets for themselves and their families. Moreover, they are not always advised about sophisticated planning opportunities that can reduce taxes.

Because of our expertise in finance, law, taxation and sophisticated estate planning techniques, we have the capabilities to provide you with a custom-designed strategy that integrates your investment, estate and tax planning into one sound strategy.

Specific Expertise
While the core of our practice is in the areas of estate planning, asset protection and strategic tax planning, our firm has expertise in a variety of "niche disciplines." These include tax-advantaged hedge fund structures and exit strategies that eliminate or defer taxes on the sale of business and investment assets and the exercise of stock options. We deliver the high quality and sophistication of a big firm, but with the personal involvement, creativity and exacting attention to detail only a boutique firm can deliver.

Broad Experience
We have honed our tax-saving skills by representing a diverse and highly successful group of senior executives, investment professionals, CPAs, attorneys and business owners, including some of America's most affluent families. In fact, in aggregate, we have been involved in more than $1 billion of client transactions. Our clients have the resources to add any firm in the country to their planning team, but they have chosen us because of our proven ability to save them significant tax dollars.

Working In Concert With Your Current Advisors
All of our clients have expert advisors - attorneys, CPAs, investment bankers and insurance people - who help them in different ways. We make sure all these areas are coordinated by looking at your financial situation from a cross-disciplinary basis. We work with your advisors. We don't replace them. In fact, advisors introduce many of our clients to us to ensure that nothing is missed in their clients' planning arrangements.

What Can We Do For You?
Are you doing all you can to reduce taxes? Are your investments working in concert with your estate plans? Are your assets protected from creditors? Contact us to find out how our specialized knowledge and talent may complement your planning team.