Individuals and families are at the core of my practice, with a strong focus on international families. I also serve domestic high net worth families and have special experience integrating estate and business planning.International Private ClientsI bring US-focused private client experience to the international marketplace. I advise families around the globe who require professional yet practical structuring of their assets and management of tax exposures in multiple jurisdictions. I also serve as an onshore US trustee for many international families.High-Net-Worth Individuals and FamiliesI advise many families, in the US and abroad, in their estate planning. I take a broad and long view of my relationships with my clients and work to ensure that clients’ hard earned assets are preserved and protected for the benefit of multiple generations. I serve as a trustee or executor for many of my clients and so steward the implementation of our planning over time.Integrated Individual and Business PlanningEarly in my career my practice was focused on middle-market corporate transactions. I draw on that experience to develop integrated planning techniques for my individual clients who own businesses and require that strategies be implemented at the personal and corporate levels.Probate LitigationI represent families and financial institutions when disputes arise in the context of estate planning and wealth management structures.Specialties: Estate PlanningInternational Estate PlanningWealth Transfer PlanningBusiness Succession PlanningAdvising High Net Worth Individuals and FamiliesAdvising Business OwnersAdvising Public Company Executives
Listed skills include Estate Planning, Trusts, Wills, Corporate Law, and 13 others.
