Jump to content


What we do

Private Wealth

Our private wealth clients operate in an increasingly complex arena. Uncertainty and change are on the rise, not only in the business and investment domain, but also in the family, social and cultural environment. We navigate this complexity so our clients can have clarity and confidence.

We are regularly called upon to deal with the most delicate of family, business and institutional situations. Our wealth of experience in dealing with sensitive issues serves as a calming influence when our clients are faced with troubles and instability.

Areas of practice include matters regarding:

  • Trusts
  • Multigenerational Succession Design and Implementation
  • Owners and Entrepreneurs
  • Asset and Business Planning
  • Individuals, Families and their Advisors
  • Estate Planning, Wills & Powers of Attorney
  • Trustees, Executors and Fiduciaries
  • Family Offices
  • Tax planning and Risk
  • Farming Families

Meet the Team