We help you establish structures to protect your family wealth, outline your healthcare wishes, and pass down your legacy smoothly and securely. Our approach combines rigorous tax planning with an understanding of family priorities.
Schedule a ConsultationDrafting personal wills, power of attorney setups, and representation agreements to set clear guides for medical and financial decisions.
Structuring family trusts, alter-ego trusts, and testamentary trusts to manage estate taxes and control distribution parameters.
Supporting executors through probate applications, asset valuations, creditor clearings, and tax returns.
Designing transition models for family-owned operations to move control and ownership to succeeding generations smoothly.
Natasha Harrison leads our private wealth and estate administration services. She advises individuals and families on the creation of complex trusts, asset preservation structures, and business transition models.
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