The firm’s lawyers provide legal advice to individuals, families, businesses, and banks on matters involving investment structuring, due diligence, real estate, risk management, family governance, tax planning, estate planning, trust administration, business succession planning, charitable giving and fiduciary litigation.

Our clients include families who hold significant shares in publicly traded companies, along with the charitable foundations and non-profit organizations they have established or support. The firm also advises financial institutions in roles such as trustees, executors, custodians, and investment advisers.