Family Wealth Planning

Our firm was founded almost exclusively to advise our clients in planning for their families’ wealth accumulation, preservation and transmission in the most tax-efficient manner possible. Despite our firm’s practice area diversification over the years, we have deliberately maintained our cutting-edge expertise in the development and implementation of multi-generational family wealth plans for individuals and families with complex personal and business considerations, including the implementation of Wills, Trusts, Complex Wealth Succession Arrangements and Prenuptial Agreements.

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. 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:

Roslyn Falk
Abbey Flaum
Leslie Kehoe
H. Stephen Merlin
Scott Merlin
Adon J. Solomon
Tony Turner