SECURE YOUR LEGACY

Comprehensive trust and estate planning services are what we provide, designed to secure your legacy and ensure the continuity of your family’s wealth and values. We are dedicated to crafting personalized solutions that meet the unique needs of each client. Our expertise allows us to offer tailored strategies that protect your assets and provide for your loved ones. We help you create robust structures that ensure your wealth is managed and distributed according to your wishes, minimizing tax burdens and legal complications, ensuring the continuity of a family-owned business across generations requires careful planning. We offer strategies for succession planning, governance, and conflict resolution to preserve your business legacy. Our goal is to help your family business thrive and adapt to changing times while maintaining its core values and vision. Managing a family-owned business or significant personal wealth requires a sophisticated approach. Our family office services are designed to handle the complexities of wealth management, from investment strategies to day-to-day administration. We offer comprehensive support to streamline your financial operations, allowing you to focus on your family and business growth. Whether you are looking to establish a local or foreign trust or foundation, manage a family office, or support philanthropic endeavors, we are here to guide you every step of the way.

Philanthropy is a fundamental aspect of many of our clients’ legacies. We assist in establishing and managing charitable foundations, ensuring your philanthropic goals are met with maximum impact. Our team provides guidance on structuring donations, tax-efficient giving, and compliance with regulatory requirements, helping you make a lasting difference. For clients passionate about the arts, we offer specialized services to support visual and performing arts initiatives. Whether you are an artist, collector, or patron, we provide legal and financial advice to preserve and promote your artistic legacy. Our expertise ensures that your contributions to the arts are protected and celebrated for generations to come.

Athletes, artists and entertainers face unique challenges in managing their wealth and careers. Our services cater to these specific needs, providing guidance on contract negotiations, endorsements, and wealth management. We help you navigate the complexities of the industry, securing your financial future and ensuring the longevity of your career. Intellectual property, including copyrights, author rights, rights of publicity or personality, moral rights, brand recognition, are valuable assets that require expert management. We assist clients in protecting and monetizing their IP, from patents and trademarks to copyrights and trade secrets. Our comprehensive services ensure your intellectual property is safeguarded, providing a competitive edge and ongoing revenue streams.

Depending on your requirements, we can also act as fiduciary / trustee / board member or as interim CFO or other officer (in various positions) in your business.