The firm advises individuals, families, charities, and corporate fiduciaries on matters pertaining to estate, trust, and tax-related matters. The services of the firm include, but are not limited to, comprehensive estate and tax planning, trust formation and administration. The firm also aids in the preparation of wills, family arrangements, and succession documents tailored to the unique needs of each client. The firm also indulges in estate-related litigation pertaining to disputes over wills, inheritance, and succession documents.
The firm is further engaged in advising and structuring charitable foundations and not-for-profit entities. We aim to provide counseling on governance, tax exemptions, and regulatory compliance, ensuring that our clients are able to fulfill their goals while adhering to the legal framework. What distinguishes our firm is the ability to provide thoughtful, personalized solutions that balance legal precision with the client’s broader personal, financial, and philanthropic aspirations.
