Trusts, Estates & Asset Protection
Succession, estate planning and protection of family wealth.
Preserving wealth across generations requires structures that are resilient, confidential and aligned with the family’s long-term vision. We help business owners and families protect assets, plan succession and set clear rules for ownership and control.
Our clients often hold assets in more than one country, so our planning connects U.S. estate tools with the realities of cross-border ownership.
What we do
- Wills, trusts and estate planning for business owners
- Business succession and continuity planning
- Protection of family and personal assets across jurisdictions
- Holding structures for privacy and control
- Family governance for family businesses and family offices
- Coordination with tax and financial advisers
- Long-term plans for generational transfer
Who we act for
- Business owners and founders
- High-net-worth individuals and families
- Family businesses and family offices
- Clients with assets in several countries
- Founders planning a wealth transfer or exit
Industries
Clear ownership, lasting control and a secure foundation for family and business assets across generations.
Frequently asked questions
Why does a business owner need a succession plan?
Without a plan, the death or incapacity of an owner can freeze the business, trigger disputes between 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 when they are set up properly and in advance. They cannot be used to defeat existing creditors, and the rules differ by state and country.
Do you handle estate planning for clients with assets abroad?
Yes. We plan for clients with property and business interests in the U.S., Europe and Central Asia, coordinating with local advisers where needed.
Discuss your matter with us.
Book a 60-minute consultation by video. If you engage the firm, the fee is credited toward your retainer.