Of Note

Our attorneys have been recognized with some of the most prestigious honors in their profession and are sought out for their expertise on tax, trust, estate, and philanthropic matters. Below is a selection of articles and recognitions to learn more about their experience and wisdom.

The Specter Of SEC Regulation Of Family Offices

EXECUTIVE SUMMARY: Wealthy families form family offices to provide a variety of services that are customized to meet the administrative, financial, and wealth management needs of current and future generations. To date, most family offices have been able to operate in...

Managing Family Wealth Through A Private Trust Company

One of the toughest challenges that wealthy families face is the preservation and growth of their wealth from generation to generation.  This challenge is compounded by the presence of potential threats like litigation, divorce, and the federal transfer tax system. To...