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Real estate, income tax, and family wealth planning are our core competencies. Due to personnel expertise, client needs, and synergy with our core competencies, we have developed the complementary competencies of litigation support, real estate brokerage, succession planning and trusteeship. Other services clients need, such as investing, banking, legal, auditing, etc., are shared competencies that are provided through other firms that either our clients or ourselves have confidence in.

Scope of Firm Provided Services

  • Income tax compliance and planning
  • Mergers and acquisitions
  • Succession planning
  • Family wealth planning
  • Litigation support
  • Cost segregation studies
  • Real estate brokerage