Succession
My succession practice is dedicated to guiding families and high net worth individuals through the complexities of estate planning and wealth transfer. I offer tailored solutions that reflect the unique needs and ambitions of each client, ensuring that their legacies are preserved and their loved ones are protected. With nearly two decades of experience, I provide strategic advice that balances legal rigor with practical considerations, helping clients navigate issues such as inheritance disputes, tax implications, and asset protection. My commitment to ethical practice and long-term relationships sets us apart as trusted advisers in the realm of succession planning.
Succession is far more than wills and trusts. For wealthy families an appropriate governance structure to ensure future stability is essential.
Cryptocurrency and other intangible digital assets pose new challenges to family succession planning. I am well versed on the complications of not only passing on intangible digital assets, but storing and protecting them inter vivos.
“...family companies have been shown to be better employers and community citizens than their non-family–run peers... ”