Family Wealth Planning

In the early years of our firm, we specialized almost exclusively in planning for a family’s wealth accumulation, preservation and transmission in the most tax efficient manner possible consistent with our clients' desires. Despite our diversification over the years, we have deliberately retained our cutting-edge expertise in the development and implementation of multi-generational family wealth plans for individuals and families with complex business, asset-ownership and family considerations.

Drawing on various areas of our expertise, our recommendations result from exhaustive analysis of the pertinent assets, the income, estate and gift tax considerations, and, most importantly, the family's business and personal interrelationships. By educating the client in alternative approaches to achieve his or her goals and having the client understand the benefit-detriment elements of each approach, we implement and continually refine cutting edge strategies to accomplish the client's particular tax and non-tax objectives.

Special consideration is given to effecting tax savings, business succession planning and the intergenerational transmission of assets without having the client lose complete control over, and benefit from, his assets during his lifetime.

The surest proof of the effectiveness, responsiveness and success of our approach to family wealth planning is that, in numerous cases, we now represent the second and third generations of the family in their management of the family wealth.

Contact Attorneys who Practice in This Area:

H. Stephen Merlin
W. Anthony Turner
Scott Merlin
Joshua Berman
Leslie Kehoe
Brent W. Herrin
Catherine Diffley
Rebecca G. Godbey