We work with you and your loved ones to develop wealth transfer and estate planning strategies, always with your individual needs and goals as our first concern. To help prepare the next generation for financial responsibility and independence, we provide the necessary education and guidance. We also bring experience in managing the distinctive needs and complex requirements of those facing the sensitive challenges of separation and divorce.

As a highly seasoned team, we have guided many owners through the sale of their businesses. We understand the complex nature and the sensitivity of the succession process and will work with you from the critical pre-liquidity planning stages through execution and closing.

Whether you have just been drafted or signed a multiyear contract with a team or you’ve been offered a substantial film deal or negotiated a long run at a performance venue, we can help you organize your financial world today so you can confidently plan for the future. We collaborate with you to set clear goals so that your financial plan seamlessly integrates into any stage of your career.