Wealth Planning & Family Office
Tailored solutions for generational success.
Our Wealth Planning and Family Office practices are designed to provide comprehensive, tailored solutions for preserving wealth across generations. We offer strategic guidance in estate planning, tax optimization, and business management, ensuring our clients’ estate and business plans align with their unique family values and aspirations.
We work closely with family businesses to address their specific needs, supporting growth, succession planning, and long-term sustainability, while collaborating with the family and its advisors. With a focus on confidentiality and lasting legacy, we integrate innovative tools and personalized approaches to help families navigate the complexities of wealth management, fostering stability and success.
Practice Area Contacts
Partner
Newport Beach, CA
Partner
Louisville, KY
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Featured Insights
Explore articles, press releases, and recent examples of our work.
August 8, 2025 | Presidential Administration Impacts
Depreciation plays a crucial role in real estate investing, directly impacting how much income inves...
August 8, 2025 | Presidential Administration Impacts
Section 1202 of the Internal Revenue Code provides a capital gains exclusion for certain qualified s...
August 5, 2025 | Qualified Small Business Stock (QSBS)
Section 1202 provides an exclusion from capital gains when a stockholder sells qualified small busin...
August 2, 2025 | Presidential Administration Impacts
Section 1202 provides an exclusion from capital gains when a stockholder sells qualified small busin...
July 30, 2025 | Presidential Administration Impacts
The One Big Beautiful Bill Act (OBBBA) has changed the game in the world of tax with respect to many...
July 25, 2025 | Qualified Small Business Stock (QSBS)
Section 1202 permits a taxpayer to claim a gain exclusion in connection with the sale or exchange (i...
July 22, 2025 | Qualified Small Business Stock (QSBS)
*This article was updated on July 22, 2025. Section 1202 provides for a substantial exclusion of g...
July 22, 2025 | Presidential Administration Impacts
*This article was updated in July 2025 to reflect the changes to Section 1202 under the One Big Beau...
July 21, 2025 | Presidential Administration Impacts
The New Markets Tax Credit (NMTC) Program has reached a historic milestone. After 25 years of proven...
July 18, 2025 | Qualified Small Business Stock (QSBS)
Section 1202 provides an exclusion from capital gains when a stockholder sells qualified small busin...
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