We provide comprehensive general legal services to small and medium-sized businesses, functioning as legal counsel to businesses who don't have an in-house legal department helping them navigate the complexities of daily operations and legal issues.  We assist with a wide range of legal matters, including corporate governance, contract negotiation and compliance, employment law, intellectual property, and risk management.  By offering practical, accessible legal counsel, we help businesses manage legal challenges efficiently, reduce risks, and support growth, all on their budget.  Our attorneys become an integral part of our clients' teams, providing tailored solutions and proactive advice to address both immediate needs and long-term objectives.

We provide expert guidance in business mergers and acquisitions, a cornerstone of our business practice.  Whether acquiring a competitor to expand market share, selling a family-owned business to the next generation, or navigating the complexities of a cross-border transaction, we guide our clients through every step of the M&A process.  We take a lead role in negotiating and structuring deals, managing due diligence, and preparing the necessary documentation to ensure a smooth closing.  Our team coordinates closely with clients to address the full range of legal issues that may arise, including antitrust, corporate governance, employment law, tax, intellectual property, real estate, and more.

We provide comprehensive legal services for businesses at every stage of formation, helping clients choose the right structure to meet their goals and ensure long-term success.  Whether forming a limited liability company (LLC), partnership, limited partnership, corporation, or other business entity, we guide clients through the complexities of the formation process, from drafting foundational documents to advising on governance structures and tax considerations. We work closely with entrepreneurs, startups, and established businesses to customize solutions that align with their specific needs, helping them navigate regulatory requirements and minimize potential liabilities. Our goal is to provide clear, practical advice that empowers clients to make informed decisions as they establish and grow their businesses.

We assist clients with business reorganizations, helping them navigate complex restructuring processes to enhance operational efficiency, improve financial stability, and position their businesses for future growth.  Whether through mergers, acquisitions, spin-offs, recapitalizations, or debt restructurings, we provide strategic counsel on all aspects of the reorganization process.  We guide clients through the legal, financial, and operational considerations, including the negotiation of terms, regulatory compliance, and stakeholder management.  We work closely with business leaders to design and implement effective reorganization strategies that align with both short-term objectives and long-term goals, ensuring a smooth transition while minimizing risk and disruption.

We provide comprehensive business succession planning services to help clients prepare for the smooth transition of ownership and leadership in their companies. Whether planning for the transfer of a family-owned business, ensuring continuity in the event of retirement, disability, or death, or structuring the sale of a business to key employees or outside buyers, our team offers tailored solutions that address both the legal and financial aspects of succession. We work closely with business owners to develop strategies that protect the long-term viability of the business, minimize tax liabilities, and address potential family dynamics or stakeholder interests. Our goal is to ensure a seamless succession process that preserves the business’s legacy, supports its future success, and provides peace of mind to owners and their families.

We assist a wide range of nonprofit organizations—including public charities, private and operating foundations, business leagues, social clubs, and advocacy groups—by providing tailored legal counsel that aligns with their mission and goals.  Our team takes the time to deeply understand each client’s unique needs and priorities, ensuring that their policies and procedures are both compliant with applicable laws and reflective of their organizational mission.  We guide clients through the complex maze of state and federal regulations governing nonprofit activities, offering creative, practical solutions to the challenges they face.  In addition, we assist with the formation of nonprofit entities and the filing for tax-exempt status, ensuring a smooth and efficient process.  Whether acting as general counsel or a trusted thought partner, we customize our services and engagement length to meet each client’s specific needs, drawing on decades of legal and operational expertise to help nonprofits effectively scale their collaborations, outreach, and impact.

We represent private equity firms, investment funds, and institutional investors in all aspects of their transactional, regulatory, and governance activities. Our firm provides practical, business-oriented counsel that aligns with each client’s investment strategy, risk profile, and operational structure. From fund formation and capital raising to portfolio company management and exit transactions, we advise at every stage of the investment lifecycle.

Our experience includes structuring and negotiating equity and debt financings, advising on limited partnership and operating agreements, and navigating the complex web of federal and state securities laws that apply to private offerings. We also work with institutional advisors and family offices on compliance frameworks, fiduciary duties, and best practices for investment oversight.

In addition to transactional support, we assist with internal governance, investor relations, and cross-border investment considerations. Our goal is to deliver sophisticated, practical legal solutions that support sound investment decisions, mitigate exposure, and promote long-term value creation. Whether serving emerging funds, established institutional investors, or closely held investment vehicles, we bring a balance of legal precision and commercial insight to every engagement.

We assist U.S. and foreign businesses in navigating the legal and operational complexities of international commerce. Whether expanding abroad, entering the U.S. market, or establishing cross-border ventures, we help clients structure their operations in a way that is both strategically sound and legally compliant.

Our services include advising on entity formation and governance, regulatory and licensing requirements, import/export controls, foreign direct investment restrictions, and operational risk management. We work closely with clients to identify the most efficient jurisdictional and structural options for their business objectives, balancing legal, tax, and operational considerations.

By integrating strategic business planning with compliance insight, we help clients anticipate challenges and mitigate risk before problems arise. Our goal is to provide a clear framework that supports sustainable cross-border growth, smooth market entry, and regulatory peace of mind.

With a specialty and advanced credentials in tax law, we consider our tax planning services a crucial part of our practice.  Whether forming a business, reorganizing a business, selling a business, or engaging in any large transaction or business planning, there is usually a more tax-efficient way to do it.  From the outset of a transaction, our team works to understand the client's business, organizational structure, and financial position to ensure that the transaction aligns with their goals.  By integrating tax planning early in the process, we help clients achieve their objectives while minimizing potential tax liabilities and risks.

International business requires sophisticated tax planning to avoid unnecessary exposure and ensure compliance across multiple jurisdictions. We advise clients on international tax structures that support operational flexibility, minimize double taxation, and align with global regulatory regimes.

Our work includes tax planning for cross-border transactions, permanent establishment and nexus analysis, transfer pricing considerations, tax treaty interpretation, and repatriation strategies. We also coordinate with foreign tax professionals to create cohesive global tax plans that meet both U.S. and international requirements.

Our objective is to provide pragmatic, forward-looking tax solutions that support international expansion, improve after-tax results, and withstand regulatory scrutiny.

Indirect taxes, including value-added tax (VAT), GST, and customs duties, can have a major impact on international operations. We assist clients in understanding and planning for these obligations when structuring supply chains, expanding operations abroad, or moving goods between countries.

Our services include analyzing VAT treatment of cross-border transactions, assisting with fiscal representation requirements, identifying exemptions and refund opportunities, and coordinating with local advisors to ensure compliance. We also help clients design VAT-efficient supply chain structures that reduce cash-flow burdens and minimize administrative risk.

Our goal is to provide practical, commercially focused VAT planning strategies that reduce exposure, optimize global operations, and support predictable cost structures.

We advise businesses, investors, and entrepreneurs on strategic entity selection and organizational design to minimize tax exposure and support long-term operational goals. Effective tax structuring goes beyond choosing a business form — it requires a thoughtful analysis of ownership, operations, financing, and jurisdictional considerations to ensure that the structure aligns with both short- and long-term objectives.

Our services include evaluating the tax implications of various entity types (LLCs, corporations, partnerships, S-corporations, hybrid structures), designing multi-entity frameworks, and planning for efficient capital and profit flows. We also advise on how structural choices impact state and federal tax obligations, international tax exposure, and future liquidity events such as mergers, acquisitions, or succession planning.

We work closely with clients’ accounting and financial teams to create structures that support sustainable growth, reduce tax drag, and provide flexibility for future transactions. Our goal is to help clients build organizational frameworks that are legally sound, strategically advantageous, and optimized for tax efficiency at every stage of the business lifecycle.

We advise investors, developers, and business owners on the legal, tax, and compliance considerations associated with Qualified Opportunity Zone investments. QOZ programs offer significant federal tax incentives for eligible investments in designated economically distressed areas, but they also involve complex structuring and compliance requirements.

Our services include evaluating QOZ eligibility, entity formation and structuring, coordinating with tax advisors on deferral and basis step-up strategies, and ensuring compliance with IRS regulations governing Opportunity Funds. We also assist clients in integrating QOZ investments into broader real estate, business, or estate planning strategies to maximize both tax advantages and economic returns.

By blending legal precision with practical investment insight, we help clients unlock the benefits of QOZ incentives while mitigating compliance risks. Our goal is to ensure that each QOZ investment is strategically structured to meet both short-term objectives and long-term wealth-building goals.

We provide strategic counsel to investors, developers, and business owners engaged in like-kind exchanges under Section 1031 of the Internal Revenue Code. These transactions can offer substantial tax deferral opportunities when structured correctly — but the rules are intricate and unforgiving.

Our firm assists with every stage of the 1031 process, including exchange structuring, coordination with qualified intermediaries, timeline management, and identification of replacement properties. For more complex transactions, we advise on reverse exchanges, which allow clients to acquire replacement property before selling their relinquished property — offering flexibility in competitive markets.

We also integrate 1031 planning with broader estate and business strategies, ensuring that clients not only achieve immediate tax deferral but also position their investments advantageously for the future. Whether a simple like-kind exchange or a multi-asset, multi-jurisdictional structure, we provide clear guidance to minimize risk and maximize benefit.

When a loved one passes away, families often face a complicated legal process at a difficult emotional time. We provide clear guidance through every stage of probate and estate administration — from initiating probate petitions and gathering assets to distributing property and resolving claims. Our team assists personal representatives, trustees, and beneficiaries with practical and legal support to ensure that the decedent’s wishes are honored, deadlines are met, and fiduciary responsibilities are fulfilled. We also work to minimize delays, reduce costs, and avoid unnecessary conflict wherever possible. Whether the estate is simple or complex, our goal is to make the administration process as smooth and efficient as possible.

We help clients design and implement comprehensive estate plans that clearly reflect their wishes and protect their loved ones. A thoughtfully prepared plan typically includes wills, revocable or irrevocable trusts, durable powers of attorney, and advance health care directives. Our goal is to ensure that decisions about personal, medical, and financial matters are made in accordance with your preferences — not left to chance. We work closely with individuals and families to address both straightforward and complex estate planning needs, including blended families, high-net-worth considerations, and multi-state assets. By crafting customized estate documents, we help clients minimize uncertainty, reduce the likelihood of disputes, and provide clarity and security for the future.

Strategic tax planning is a cornerstone of effective estate planning. We advise clients on lifetime gifting strategies, charitable giving, and trust structures that preserve wealth while minimizing tax exposure. Our approach considers both federal and state estate and gift tax laws, ensuring that plans are compliant, efficient, and aligned with our clients’ personal values and goals. We frequently work with clients to integrate charitable trusts, family limited partnerships, and other advanced planning techniques into their overall estate plans. By proactively addressing tax issues, we help clients maximize the value of their estates for the next generation and charitable causes they care about.

We assist individuals, families, and business owners in designing and implementing strategies to build, protect, and transfer wealth across generations. Effective wealth planning goes beyond basic estate documents, it requires integrating legal, tax, and strategic considerations to preserve assets, minimize erosion through taxes and liabilities, and ensure that wealth supports long-term family or business goals.

Our work includes developing comprehensive wealth transfer strategies, utilizing trusts, family entities, and other vehicles to balance control, flexibility, and tax efficiency. We advise on asset protection planning, multi-generational wealth structures, charitable giving strategies, and coordination with estate and business succession plans. By addressing both legal structure and practical execution, we help clients safeguard their assets from unnecessary risk, taxation, and conflict.

We also work closely with financial advisors, accountants, and fiduciaries to align legal strategies with financial objectives. Whether preserving a closely held business, real estate portfolio, or other family assets, our goal is to create a durable, adaptive plan that protects wealth today and supports future generations.

We help families design and implement strategic wealth transfer plans that preserve assets, minimize tax burdens, and support long-term family goals. Thoughtful planning ensures that wealth passes smoothly and securely to the next generation — not lost to unnecessary taxation, disputes, or administrative complexity.

Our services include the use of advanced estate planning tools such as irrevocable trusts, family limited partnerships, grantor retained annuity trusts (GRATs), and other vehicles tailored to each client’s unique objectives. We also advise on integrating charitable giving, succession plans for closely held businesses, and strategies to maintain family governance and harmony across generations.

Our approach focuses not only on transferring wealth but on preserving its purpose and integrity. We work closely with families to structure plans that reflect their values, protect beneficiaries, and maintain flexibility to adapt to changing circumstances. By combining legal strategy with practical foresight, we help clients build multigenerational wealth structures that endure.

We advise individuals, families, and business owners on strategies to protect assets from potential claims, liabilities, and unforeseen risks. A well-structured asset protection plan can safeguard wealth from business-related exposures, personal liabilities, or future uncertainties — while maintaining full legal compliance.

Our work includes designing trust and entity structures, segregating personal and business assets, and utilizing domestic and international planning strategies where appropriate. We advise on the use of limited liability entities, asset protection trusts, insurance coordination, and other tools to reduce exposure without sacrificing control or flexibility.

We also help clients anticipate and address risks before they become problems. Whether protecting a family business, real estate portfolio, or investment assets, our approach emphasizes strategic prevention over crisis response. The result is a durable legal framework that helps preserve wealth, minimize vulnerability, and provide greater peace of mind.

We advise individuals, families, and business owners seeking to diversify their personal and financial footprint by establishing permanent or long-term residency in foreign jurisdictions, including countries within the European Union. Whether driven by lifestyle goals, business strategy, tax considerations, or long-term wealth planning, foreign residency can offer significant advantages, but it also involves complex legal and tax implications.

Our services include advising on available residency programs (including investor and golden visa programs), reviewing eligibility requirements, coordinating the structuring of qualifying investments, and navigating cross-border tax and compliance considerations. We assist clients in evaluating the legal, financial, and immigration implications of their chosen jurisdiction and work closely with foreign counsel to ensure smooth implementation.

We also help clients understand how foreign residency may affect U.S. tax obligations, asset reporting requirements, and estate planning structures. By integrating international residency strategies into a client’s broader wealth, business, and tax planning, we help ensure their global footprint is both strategic and secure.

Whether pursuing residency in Europe, the Caribbean, or other strategic jurisdictions, our goal is to provide clear, sophisticated guidance that supports mobility, diversification, and long-term financial resilience.