We provide attentive service and expert advice, and have a professional demeanor that helps high net worth families, family offices and individuals with things as complex as estate planning to the mundane such as bill paying.
Members of the firm’s High Net Worth Services Practice have experience serving closely-held businesses, public and private company executives; high net worth families; and high-income professionals, athletes and entertainers.
With ever-growing globalization, wealthy families have taken the opportunity to live and maintain homes all across the world, including in the United States. One of the potential challenges facing such individuals is planning their estates in an effort to maximize tax efficiencies and to retain their hard-earned wealth.
After the most significant election in our nation's history, the votes are in and Republican nominee, Donald Trump has been elected to become the 45th president of the United States. President-elect Trump's tax plan looks to reduce taxes across the board, including making the business tax rate more competitive and creating new opportunities to grow our economy. Before any proposed changes can be made, they must be approved by Congress.