Wealth Management/Asset Protection

In our Trust and Wealth Management practice area we address the needs of wealthy clients by managing their business and personal property holdings. In addition, we develop and implement estate and financial planning strategies as well as tax planning strategies in cooperation with our network experts that include experienced domestic and international tax advisors.

We provide estate planning services that include:

  • preparation of wills and trusts
  • planning for business succession and control for surviving family members
  • trust and estate administration
  • philanthropic planning
  • business management