Strategically Safeguard & Grow Wealth For Enduring Legacies
Prosperity can create a complex cross-section of business, tax, trust, estate, and charitable concerns. These may include protecting key assets, preserving wealth, minimizing income, gift, and estate taxes, establishing a business succession plan, and other unique challenges.
We recognize that every client’s situation is distinct, and our process begins with a meticulous analysis informed by trusted advisors to ensure a full understanding of both short- and long-term goals.
Further, we have honed our expertise in crafting comprehensive strategies for some of California’s most successful individuals and families for nearly five decades. Our ongoing commitment ensures that the roadmap to success evolves with client needs and opportunities.
Our collaborative approach ensures that every client’s specific goals and priorities are always at the forefront. After completing the necessary diligence with all stakeholders, our attorneys implement solutions with CPAs and trustees to ensure long-term success.
Partner with our attorneys for planning that secures family legacies for generations.
Services For Ultra-High-Net-Worth Planning Include:
- Advanced planning techniques to reduce taxes and risks
- Estate tax planning for wealth transfer goals
- California property tax challenges
- Establishment of and compliance with fiduciary responsibilities
- Philanthropic or charitable giving structures
- Business succession planning
