Private Wealth & Estate Planning

Our private wealth and estate planning team provides sophisticated, proactive, and personable estate, tax, charitable, and business planning for our clients—high net-worth individuals and families, senior executives of public companies, foundations, family offices and family-held businesses.

We routinely implement creative, cutting-edge solutions for business succession, tax planning, estate planning, charitable planning, and asset protection planning that add significant value for our clients.

Our lawyers develop longterm relationships with our clients who rely on us to coordinate their legal needs. We integrate our services across disciplines such as finance, corporate, securities, and real estate matters. We also work collaboratively with the client’s other advisors, including other counsel, accountants, and investment and insurance advisors.

Our Strategy

01

Listening

We focus on what our clients have to tell us.

We must fully understand any factor that may affect them to better plan the next steps forward.

Understanding our clients, their needs and goals is key to providing the best service. 

02

Searching

It is only after having clearly identified the issues or challenges at stake that we can find solutions.

You can rely on our experience and expertise to guide our research and make it as effective as possible for you.

03

Succeeding

With our preliminary work of understanding and research, we have all the tools to succeed in finding pragmatic and innovative solutions for our clients.

At B&R, we are not satisfied with proposing only proven solutions. We will always look further and higher to find you the best deal!

How Can We Help?