Services Details

Private Wealth Services

We work with clients to create customized solutions for each client’s creation, protection and transfer of wealth.

Many of our attorneys have advanced tax degrees and years of trust experience, combining the fundamentals of estate planning with the understanding of the very personal nature of each client’s goals.

We also advise clients on:

  • Asset Protection
  • Business Structuring
  • Business Succession Planning
  • Charitable Planning
  • Corporate & Business Structuring Matters
  • Divorce
  • Elder Law
  • Estate & Probate Litigation
  • Estate & Trust Administration
  • Estate Planning
  • Family & Marital Law
  • Generation Skipping
  • Guardianship
  • Healthcare Documents
  • Power of Attorney
  • Tax Planning
  • Wealth Planning
  • Wills & Trusts

Related Practice Areas

Key Contact

Julia Frey

Shareholder & Chair,
Private Wealth Services Group

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