The concerns of today’s closely held business owners and high-net-worth individuals are global—both geographically and in the breadth of legal issues that require attention. Such clients have assets, businesses and family members located worldwide. Effective transfer and income tax planning is just the first step in addressing the management and transmission of holdings that may include companies, real estate, farms and ranches, marketable and non-marketable investments, private aircraft, yachts and artwork and other collectibles. Effective implementation of philanthropic goals is also an important objective for many individuals and families. More than ever, wealthy clients need personal legal advisors who provide sophisticated counsel in a complex, dynamic environment, and who offer direct access to the cross-disciplinary resources of a full-service law firm.

Our firm possesses an extensive experience, providing creative and customized solutions to our clients’ most sensitive and pressing needs. Our guidance is multidimensional—we help clients make critical decisions that affect important personal, business, tax, civic and charitable concerns. We assist the client to implement effective financial, business and legal strategies. When disputes with family members, business partners, or tax, regulatory and law enforcement officials arise, we help clients achieve resolutions through mediation, negotiated settlements and, when necessary, civil litigation.

Our clients include local and international business owners, executives, families, fiduciaries, private trust companies, private charities, closely held businesses, private equity fund partners, investment managers, and publicly traded as well as family-controlled companies. We provide counsel in a wide range of areas, including wealth transfer, business succession planning, representation of executors and trustees, family office and private trust company structure, creation and operation, charitable gift and family philanthropic planning.

Our firm provides our clients with constant advice as to relevant investments offered to them, not only with regard to the legal aspects, but also vis-à-vis financial aspects, tax, business plan and any other issues pertaining to taking the right decision, making an investment for the right reasons and stepping into it from the most proper and secured angles. Likewise, when we come across any potential investments or business initiatives we deem likely to be successful and lucrative, we then may offer them to our clients as a possible object for investment and when the case so requires, we form a consortium of investors or an investment fund for this purpose. We act on behalf of our clients not merely as legal technicians, but we do also provide our clients with pragmatic and business-savvy advice and as such we are able to provide full-service cross-border solutions.

Our firm has also a profound experience in the actual management of real estate properties and other assets on a global spread, cooperating when necessary with partners and relevant professionals world-wide, so as to provide our customers with utmost responsible, effective and reliable solutions to their respective needs.