The firm offers the objective expertise and wisdom necessary to help you effectively navigate the endless choices and planning opportunities you have. Ultimately we aim to provide integrated solutions to address your taxes, financial and estate planning, and personal accounting needs.

We offer a comprehensive range of tax services to help our clients increase after-tax returns on private wealth. Whatever the primary source of wealth—private companies, real estate, stock-based compensation or financial investments—we consider each component and develop integrated strategies to minimize the impact of taxes. Our expertise will help you deal with the wide variety of taxes that can diminish your returns from private wealth across generations: federal and state income taxes; estate, gift and generation-skipping taxes; Medicare and social security taxes; and even property, sales and use taxes.

In addition, we can objectively evaluate the financial services you receive so that you can make effective decisions. We also provide unique and customized accounting solutions designed for the special needs of families and family offices.