PRIVATE WEALTH & LEGACY PLANNING
High Net Worth
Estate Planning
Attorneys
Sophisticated strategies. Thoughtful guidance. Lasting legacy.
We help high net worth individuals, business owners, and families in Western New York protect their wealth, minimize taxes, plan for generations, and create a legacy that reflects what matters most.
Advanced Planning for Complex Estates
Estate & Tax Efficiency Strategies
Multi-Generational Legacy Planning
Discrete. Strategic. Results-Driven.
Complex Wealth Requires Thoughtful, Coordinated Planning
WHEN AN ESTATE PLAN BECOMES A WEALTH STRATEGY
High net worth estate planning is about more than a will. It requires a comprehensive strategy that considers taxes, asset protection, business succession, charitable goals, and the well-being of future generations.
​
Our role is to bring clarity to complexity and design a plan that protects what you've built today, and for generations to come.
Comprehensive Solutions for Complex Estates
Business Succession Planning
Ensure a smooth transition of your business with plans that address ownership, managements, and taxes while protecting your legacy.
Charitable & Legacy Planning
Create a lasting impact through charitable giving and legacy strategies that reflect your values and vision.
Asset Protection Planning
Legal strategies to help safeguard your assets from creditors, lawsuits, and other unforeseen risks.
Lifetime Gifting Strategies
Reduce taxable estate size and transfer wealth during your lifetime using gifting programs and tax efficient techniques.
Trust & Estate Planning
Revocable and irrevocable trusts designed to protect wealth, provide for loved ones, and control how assets are managed and distributed.
NEW YORK ESTATE TAX PLANNING
New York Has One of the Highest Tax Rates
Strategies to minimize federal and New York estate taxes and preserve more of your wealth for your family and causes you care about.
We help you take advantage of available exemptions.
​
Utilize trusts and strategies that minimize New York estate taxes.
​
Coordinate your plan with your overall financial goals.
​
Stay ahead of changing tax laws and regulations.
​
BUSINESS OWNERS & ENTREPRENEURS
Protect Your Business.
Protect Your Legacy.
Your business is likely one of your greatest assets. We create succession plans that protect your business, support your family, and align with your long-term goals.
​
Owner succession and exit strategies
​
Buy-sell agreements and entity planning
​
Minimize taxes and avoid disruptions
​
Provide for the next generation of leaders
​
WORKING WITH YOUR ADVISORY TEAM
A Coordinate Approach for the Best Results
We collaborate with your existing advisors to ensure every aspect of your plan works together seamlessly.
CPA
Financial Advisor
Insurance Professional
Attorneys
other Specialists
PLANNING ACROSS GENERATIONS
A Legacy That Lasts for Generations
We help you instill values, provide for future generations, and structure your plan to promote financial stewardship and family harmony.
​
Multi-generational trusts
​
Beneficiary protection
​
Education and stewardship
​
Family governance planning
Is High Net Worth Estate Planning Right for You?
You may benefit from advanced planning if you:
​
-
Have a taxable estate or significant assets
-
Own a business or have an ownership interest
-
Have multiple real estate properties
-
Hold significant investments or concentrated assets
-
Have substantial life insurance
-
Have blended families or dependent children
-
Desire privacy and asset protection
-
Want to leave a legacy across generations
