Our Professional Services
The Grupp Law Firm offers estate planning and trust administration. Together with our colleagues at Grupp Financial, we provide integrated family office services in order to support families on their journey towards a flourishing future.
Legal Services
We construct strategies for your estate—from foundational estate planning to advanced estate tax and asset protection strategies—so that you can confidently transfer your family’s wealth to those you love.
Family Office Services
The Private Client team coordinates integrated services so that you have a seamless and holistic experience with your family office. We treat clients with integrity, care, and transparency.
Fiduciary Services
Trustees are bound by high fiduciary responsibilities to administrate trusts on behalf of beneficiaries. These responsibilities can be complex and carry liability. We assist trustees with their fiduciary roles and responsibilities.
Recent Insights
A Reading List for Every Family Office
This reading list addresses the unique ecosystem of the family office. Any discussion of family office administration has to consider the complex relationships between elder and rising generations, trustees and beneficiaries, advisors and family members. The following books are not the only books on the subject, nor are they ranked in any particular order of […]
Revocable Living Trusts: What to Know
At a Glance Please contact one of our attorneys for more information to see if a revocable living trust is right for you. What Do Revocable Living Trusts Do? A revocable living trust (RLT) allows individuals to avoid probate and plan for incapacity. By itself, a revocable living trust does not provide asset protection or […]
Avoiding 4 Traps of Core Values Discovery
Conducting a core values discovery exercise is a common first step in developing a family governance plan. Businesses will often perform a similar exercise to discover core values. Unfortunately, a values discovery exercise can become an ineffective cliché if it does not actually reflect or impact the behavior of the family. Even worse, poorly chosen […]