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Our mission is to provide legal, tax, business, financial, wealth transfer and other transactional services to wealthy families, business enterprises, and religious and other tax-exempt organizations.
Our vision is to enhance the community by providing sound counsel on transactional and tax matters and assisting in the orderly transfer of wealth to successor generations and charities in the amount of $2 billion over the lifetime of the Firm.
The Firm utilizes attorney and CPA disciplines of the highest quality by maintaining cutting edge techniques for wealth management and transfer, tax compliance, and business law, and shall strive to carry out all of its professional responsibilities with the highest ethical and moral standards. Our services are provided to those families and organizations whose ethical and moral standards are consistent with the Firm’s in the way they earn and disburse their wealth.