Serving individual clients has been a primary part of our practice ever since we founded the Firm. Even today, as our corporate practice has grown to account for the majority of our business, handling matters for individual clients remains a core part of our Firm’s identity.
Our work for individual clients is focused in two main areas — Trusts and Estates and Estate Planning is one major specialty. Tax Planning and Tax Controversy is the other. We bring the sophistication and expertise we have developed in working with our corporate clients to solve the personal tax and estate problems faced by individuals and families.
Our role is easy to explain even though it’s not always so easy to carry out — thanks to the IRS! We are here to serve as a trusted advisor to you and your family, helping develop and implement a long-term strategy for estate and tax planning in order to maximize individual and family wealth. Taxes and death may be inevitable but that’s all the more reason it makes sense to do some planning up front.