Our asset allocation strategies are based on your goals, time horizon, risk tolerance, liquidity needs and concerns. In addition to traditional securities and funds, we also offer an array of prudently selected alternative investments.

We have substantial experience advising high net worth clients in all aspects of tax law. We provide comprehensive income tax planning and compliance advice.

We develop strategies and structures to minimize tax liabilities and prevent the erosion of wealth.

We take a practical and proactive approach to efficiently structure transactions to minimize income tax liabilities. We are directly involved in all levels of income tax matters – international, federal, state and local.

We assist clients in federal, state and local administrative tax disputes before the IRS, state departments of revenue, and in tax litigation in both federal and state courts.

We also answer important non-income tax questions, including those involving withholding, excise tax, sales and use tax, gross receipts tax, franchise tax, and property tax issues.  

We are unique for our range of tax acumen combined with exceptional estate, gift, and generation-skipping transfer tax advice.

We structure and supervise wealth transfers with the objective of reducing or eliminating estate, gift and generation-skipping transfer taxes.

We advise on the creation and administration of charitable and other tax-exempt organizations. We have developed substantial knowledge in a variety of vehicles that can facilitate charitable giving and civic objectives, including private foundations, charitable remainder trusts, charitable lead trusts and social welfare organizations. We are experienced with the complex tax rules governing the structuring and operation of these vehicles.

We provide advice on how best to protect property from future claims and minimize exposure to potential lawsuits and adverse judgments. Our asset protection tools and techniques include:

• Utilizing federal and state exemption statutes

• Structuring domestic family and asset protection trusts, offshore trusts or foundations in selected offshore jurisdictions

• Creating family-owned limited partnerships, limited liability companies and corporations

• Preparing pre-nuptial, post-nuptial and co-habitation agreements

• Structuring retirement plans and the distribution of plan proceeds

• Utilization of various insurance and annuity products

• Retitling of assets

• Gifting

• Utilizing discretionary trusts

• “Medicaid planning”

• Spendthrift trusts and multi-generational trusts, many of which may be incorporated into overall estate planning.

We understand that not every technique is suited for everyone, so we help you understand the particular risks and exposure that apply to your specific circumstances. We assist you in weighing the steps you can take to minimize your risks so you can develop a solid, effective asset protection plan.

We create and structure estate plans that pass wealth from one generation to the next, meet clients’ particular desires, account for the complicated present or potential problems of beneficiaries and the complex nature of the assets involved, and minimize transfer taxes.

We design and establish various trusts, such as gift, grantor, qualified personal residence, life insurance, grantor retained interest, charitable lead and charitable remainder trusts, minor's trusts, supplemental needs and special needs trusts.

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.

Our experience as corporate and tax attorneys give us the skill to handle virtually any business legal need.

We serve as trusted advisers throughout the lifecycle of a business— from creation, to day-to-day-functioning, to support through sale —and often act as outside general counsel.

We have experience representing a wide spectrum of business interests, from global corporations to privately held companies.