Client-Driven Solutions for an Increasingly Complex World.
Committed to Preserving Your Values
Our team provides guidance through all aspects of estate planning and administration. We structure our services to meet the specific and unique needs of each family we serve.
We take pride in taking the time to learn about your goals, understanding your concerns, and working with you to design a strategy that meets your needs.
We believe in not just assuring excellence of service, but also in a commitment to preserving your values and principles as part of a lasting legacy.
We look forward to sitting down together, learning more about you and your family, and helping to plan a stable and prosperous future with you.
Specializing in
Your Future
Succession Planning
Trust & Estate planning and documentation with a focus on protecting your assets during your lifetime and distributing them efficiently according to specific, well-defined controls. Our custom trust documents and specific estate plans ensure your family is secure at all times.
Business Planning
Business Planning incorporates strategy, planning, and contracts to provide a legal model for how a business is formed and operated. From employee handbooks to on- and off-boarding documents to USCIS compliance, we deliver.
Tax Planning
We analyze and arrange your financial landscape in order to maximize tax breaks and minimize tax liabilities legally and efficiently. Our team has been managing financial matters of high net worth leaders for years. We are constantly focused on maximizing tax efficiency as we develop financial plans for you.
“Marc and his team spent the time and energy to learn about me and my family. They helped me to understand what was needed to get my affairs in order.”
—Sandra F.
Let’s talk
to see if we’re a good fit
for you.
We can meet by phone or video conference any time.