Estate Planning

Estate planning is about protecting what you have built and ensuring your wishes are carried out with clarity and care. Thoughtful planning can reduce uncertainty, preserve assets, and provide peace of mind for you and your family.

From straightforward wills to sophisticated wealth transfer strategies, we help clients design durable estate plans tailored to their goals.

Services Include

• Wills
• Trusts
• Simple and complex estate planning
• Gift planning
• Health care powers of attorney
• Financial powers of attorney
• Special needs trusts

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“Effective planning provides not only legal protection, but lasting peace of mind.”

We serve individuals, families, and business owners across Texas, New York & Oklahoma.

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Individual & Business

We assist individuals, families, and closely held businesses with both planning and advisory matters, working closely with other professionals.

Tax Planning

Tax matters are often complex, time-sensitive, and financially significant. Proactive planning and informed guidance can help manage risk and align tax decisions with long-term personal and business objectives.

We assist individuals, families, and closely held businesses with both planning and advisory matters, working closely with other professionals to develop clear, compliant, and effective strategies.

Services Include

• Individual and business tax planning
• Estate, gift, and generation-skipping transfer tax planning
• Tax-efficient wealth transfer strategies
• IRS and state tax advisory support
• Tax compliance and reporting guidance
• Entity structuring and restructuring
• Coordination with CPAs and financial advisors

Philanthropic Planning

Philanthropy can be a meaningful extension of an estate and tax plan, allowing individuals and families to support causes they care about while advancing broader legacy and financial objectives.

We help clients design and implement charitable giving strategies that balance personal values, family goals, and tax efficiency — with a focus on clarity, compliance, and long-term impact.

Services Include

• Charitable gifting strategies
• Private foundation formation and governance
• Donor-advised fund planning
• Charitable trusts and split-interest arrangements
• Integration of philanthropy into estate and tax plans
• Ongoing compliance and administrative guidance
• Coordination with investment, tax, and nonprofit advisors

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Philanthropy can be a meaningful extension of your estate plan — allowing your values to live on through the causes you care about most.

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Multi-generational Wealth

Experience within a family office environment provides practical insight into how complex families manage wealth, governance, and decision-making.

Family Office Advisory

Families with significant or multi-generational wealth face unique legal, tax, and administrative challenges. Experience within a family office environment provides practical insight into how complex families manage wealth, governance, and decision-making.

We advise on the legal and tax frameworks that support effective family office operations, helping families establish clear structures and align planning across estate, tax, investment, and philanthropic priorities.

Services Include

• Family office structuring and governance support
• Coordination of estate, tax, and philanthropic planning
• Multi-generational wealth and succession planning
• Entity formation and oversight
• Advisory support for family councils and decision-making processes
• Coordination with internal teams and external advisors