Our process and who we serve

    We don’t serve everyone. We serve the families we can serve best.

     

    We’re built for:

    • Families with $11M–$25M+ in assets
    • Founders and investors with complex entities or liquidity events
    • Clients anticipating estate tax exposure in the next 3–5 years
    • Philanthropic couples seeking high-impact, tax-advantaged giving
    • Those navigating blended families, generational handoffs, or asset consolidation

    We lead with strategy, not templates.

     

    You’ll work directly with our Chief Legal Counsel. Every engagement is custom—and deeply personal.

    Our process includes:

    1. Discovery & Design – We get to know your full picture: financial, relational, generational.
    2. Collaboration – We coordinate with your CPA, advisor, and family office. You don’t have to play middleman.
    3. Implementation – We design and execute structures that fit. Not just legally—but personally.
    4. Ongoing Partnership – We stay involved through reviews, transitions, and family shifts. Because your plan should grow with you.

    “Boutique” isn’t code for small. It’s our commitment to depth, care, and discretion.


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