"We exist to elevate and professionalize the Family Wealth Industry one family at a time." - Matthew Grupp, Managing Attorney  

 

In furtherance of this goal, we incorporate our core values of Judgment, Courtesy, and Diligence into all that we do. Through competent legal counsel, we design comprehensive Family Wealth Plans that preserve and protect our clients' families, their wealth, and their privacy. 

 

We have developed and adhere to processes deliberately designed to foster collaborative approaches when working with our clients and their trusted advisors (e.g., legal, tax, investment advisors, etc.) to leverage our collective wisdom for the benefit of families and their wealth.  Our vision is to protect everyone you love and everything you own. 

 

If you would like to learn more about how we can help you, you can visit our Practice Areas or contact us directly to speak with a member of our team.