We provide security, organization, and simplification to our clients for their financial lives.  We can use a lot of multi-syllable words to describe what we do, but it comes down to this:  Providing Peace of Mind.

We are a boutique wealth preservation law firm that provides comprehensive services to individuals who have assets that they want to preserve for themselves and their families.  Unlike larger firms, we accept only a limited number of select clients and work directly with them.

Wealth preservation and wealth transfer planning often begin with comprehensive analysis of the risks to a family’s assets.  This first step can be thought of as an asset protection audit.  We first determine your goals and purposes for your family’s wealth, and we then identify the threats to achieving those.  As family wealth grows, managing it increasingly becomes a matter of managing risks.  The typical risks include income taxes, estate taxes, gift taxes, current or future health problems, marital or family uncertainties affecting you or your descendants, lawsuits and liability issues, and many others.  

Once the potential risks to a family’s wealth have been determined, we design customized, cost-effective, and practical methods for protecting and preserving the wealth.

We have more than 26 years of experience with wealth preservation and wealth transfer planning in the Triangle area:  Raleigh, Durham, Cary, and Chapel Hill.   Please call us at 919-571-7241 to arrange an initial conference.