Trustee/Executor/Personal Representative

We have acted for many years in this fiduciary capacity to help families in transition after a death. This includes assisting in managing assets, sales of assets where necessary and filing of final estate, trust and individual tax returns. In general it is important to engage trusted advisors who will be acting in the best interest of the family and help them to conserve family wealth particularly in difficult times.

Charitable Giving and Endowment Planning

Many families desire to leave a legacy by endowing a preferred organization or by funding a nonprofit or educational institution. Whether through their wills or using other instruments during their lifetimes, our team has helped clients maximize their charitable aspirations.