Individual Client Services

We represent high-net-worth individuals and families, including private fund managers, entrepreneurs, real estate investors, C-suite executives and those who have inherited substantial wealth, in their personal legal matters. We integrate estate planning, trust and estate administration, philanthropic planning, business succession planning and matrimonial representation to provide each client with a bespoke, comprehensive plan that reflects their priorities. We also represent individuals, banks and trust companies who are acting as fiduciaries, in both general administrative matters and litigated or contested matters. We establish philanthropic entities for our clients, and advise on governance, compliance and operations, including negotiating complex grant agreements. We advise clients on matrimonial matters, including divorce settlement negotiations and mediations, as well as prenuptial, postnuptial and cohabitation agreements.

Our work is built around our clients and their goals. We help them navigate tax-efficient strategies and complex family dynamics to ensure that their estate planning is an active tool to build the lives they want to lead — and the legacy they want to leave behind.