Trusts, Estates & Succession
Succession planning and the protection of family and business wealth.
Preserving wealth across generations requires structures that are durable, private and aligned with a family’s long-term intentions. We help business owners and families plan succession, protect assets and set clear rules for ownership and control.
Where assets are held in more than one country, our planning connects U.S. estate planning tools with the realities of cross-border ownership, working with advisers in other jurisdictions where needed.
How we help
- Wills and trusts for business owners and families
- Business succession and continuity planning
- Holding structures for privacy and control
- Asset protection planning
- Governance for family businesses and family offices
- Coordination with tax and financial advisers
Who we act for
- Business owners and founders
- Families with business interests
- Family offices
- Clients with assets in several countries
Questions clients ask
Why does a business owner need a succession plan?
Without one, the death or incapacity of an owner can freeze the business, trigger disputes among heirs and partners and force a sale on poor terms. A succession plan sets out who takes control and how.
Can a trust protect assets from creditors?
Certain trusts and ownership structures can protect assets if they are established properly and in advance. They cannot be used to defeat existing creditors, and the rules differ by state and country.
Do you plan for clients with assets abroad?
Yes. We plan for clients with property and business interests in the United States, Europe and Central Asia.
Discuss your matter with us.
Book a 60-minute consultation by video. If you engage the firm, the fee is credited toward your retainer.