Your Legacy, Protected
We help high-net-worth individuals and families across Florida plan, preserve, and pass on wealth through tailored estate plans, living trusts, and advanced fiduciary strategies.
Request a Confidential ConsultationEstate Planning Built for Sophisticated Needs
You’ve worked hard to build your wealth. We help ensure it’s protected for the people and causes you care about most. Whether you’re updating an old will, creating a complex trust structure, or planning around tax exposure, we bring clarity and peace of mind.
Wills & Trusts
Wills, pour-over wills, revocable & irrevocable trusts
Asset Protection
Family limited partnerships, homestead planning, asset shielding trusts
Charitable & Tax Strategies
Charitable giving, tax minimization, situs planning
Litigation & Fiduciary Guidance
Trust disputes, guardianship litigation, fiduciary counsel
Trusted by Florida’s Most Discerning Families
High-net-worth individuals & multi-generational families
Business owners, professionals & retirees
Out-of-state and international property owners
Clients with complex tax and inheritance needs
Fiduciaries, trustees, and estate administrators
High-net-worth individuals & multi-generational families
Business owners, professionals & retirees
Out-of-state and international property owners
Clients with complex tax and inheritance needs
Fiduciaries, trustees, and estate administrators