We are a boutique law firm focused on personalized estate, tax, and business planning, with a view toward the integration of each client’s financial, tax, wealth transfer, and philanthropic endeavors. While we specialize in the estate and tax planning needs of high and ultra high net worth individuals, we are well versed in estates of all sizes, consistently applying the same level of care and attention to detail. Regardless of the level of assets, we recognize that each client’s needs are unique and offer creative and thoughtful solutions to help each client achieve their distinct goals. The firm serves clients throughout California and has offices in Los Angeles, Orange County, and San Francisco.
We understand the personal nature of this practice area and bring compassion and sophistication to our daily practice. We guide our clients through the various estate planning phases – from constructing a core estate plan to developing strategies for high net worth clients to achieve their wealth transfer and philanthropic goals in a tax-efficient manner. Throughout the planning process, we consider a client’s liquidity needs so as to maintain their own financial independence while building a legacy for future generations.
As a boutique firm, we provide our clients with sophisticated planning by combining personalized guidance with large firm expertise. Our professionals have strong tax backgrounds as well as extensive estate planning experience, which uniquely positions us to fully understand both the legal and tax ramifications of a given transaction.