Pre-liquidity planning
Grantor trusts, valuation discounts and gifting completed before a letter of intent makes the transfer expensive.
Private Wealth
Estate, trust and succession planning for founders, families and closely held companies, including fiduciary litigation when it comes.
Our view of this work
A liquidity event and a family are two different problems that arrive on the same day. The structure has to survive both the tax code and the Thanksgiving after the funeral.
What this covers.
Business succession
Buy-sell agreements, voting structures and the governance that lets a second generation run a company without owning all of it.
Trust administration
Trustee counsel on distribution standards, decanting, situs changes and beneficiary reporting.
Philanthropy
Private foundations, donor-advised structures and charitable lead trusts, built around what the family actually intends to fund.
Fiduciary litigation
Contested accountings, breach claims and will contests, tried when necessary and settled quietly when that serves the family better.
Cross-border families
Non-citizen spouses, foreign situs assets and the reporting obligations that follow families across three jurisdictions.
Representative matters.
Prior results do not guarantee a similar outcome. Client identities are withheld where the engagement requires it.
All results- Structured a pre-transaction gifting plan for a founding family ahead of a $600 million sale, completed nine months before signing.
- Advised trustees of a four-generation family trust through a situs change and partial decanting.
- Resolved a contested accounting between siblings without a public filing.
Questions we are asked.
How do you charge?
Hourly, fixed fee or capped fee, chosen by you at the outset. Diligence, disclosure schedules and defined transaction phases are frequently priced as fixed fees. Litigation is usually hourly with a budget agreed by phase and revised in writing when the case changes shape.
Will I get a surprise invoice?
No. Every matter carries a budget by phase. If the work is going to exceed that budget we tell you before it happens, not on the invoice. Bills are itemised by task and issued monthly.
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The first conversation about a private wealth matter is with the partner who would run it, and it is not billed.