Family groups have unique needs. We take a holistic approach to family groups, keeping in mind the needs of each individual within the group dynamic.

Our goal is to protect your collective assets while working to help you achieve your personal, business and philanthropic goals.

We provide services related to:

• Income tax planning and consulting
• Alternative minimum tax planning
• Charitable contributions and philanthropic tax planning strategies
• Private foundations /donor advised funds
• Estate and gift tax planning and consulting
• Family limited partnerships
• Family trusts
• Domicile/residency considerations