We provide comprehensive, integrated, and pragmatic solutions for life, legacy, and business

We help you design plans that HELP TO achieve your dreams and goals

We assist you in navigating the complexities of life and business

We are the general counsel for your life and your family

Our Mission

Our mission is to develop an understanding of you, your family, your business, and your financial objectives and to provide legal, tax, and business guidance to help you achieve you goals in an efficient, comprehensive, effective, and pragmatic manner.

Practice areas

  • Legacy Planning

  • Estate Tax Planning

  • Asset Protection Planning

  • Family Dynamics

  • Income Tax Planning

  • Mergers, Acquisitions, Divestitures

  • Entity Formation

  • Operating Agreements

  • Business Planning and Maintenance

  • Business Consulting

Our legal professionals understand how the law interacts with business and finance.  We have a solid understanding of accounting , risk, retirement vehicles, financial markets, investments, insurance, banking, and capital formation.  We work with your advisers to optimize planning and to achieve  the right outcome by acting as your general counsel.