Our attorneys and other professionals are experienced in all aspects of income tax and estate tax planning, estate and trust administration, compensation and employee benefit planning, charitable planned giving, corporate entity selection, investment planning, asset allocation and risk management. We assist and advise clients in the selection and implementation of tax strategies for personal and business entities using a variety of creative approaches which integrate both current needs and future planning flexibility. We are especially experienced in tax planning for families through the use of trusts and other vehicles to preserve and enhance the family's wealth.

Our goal is to provide each client with a highly personalized level of service tailored to today’s needs. Within the confines of the tax laws and prudent investments, we work closely with our clients' other advisors to ensure coordination, execution and implementation of a financial plan that is timely and effective. We provide ongoing monitoring to ensure proactive adjustments are made as a client's needs or circumstances change. We also prepare and file income, gift and estate tax returns, represent clients before Federal and State agencies, and provide cash management services.

Our clientele is national in scope and includes corporate executives, entrepreneurs, professionals and entertainment and sports personalities.