(561) 726-6060

Your Success
is Our Mission

We help families, businesses and
stakeholders plan for the future.
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Serving New York, New Jersey and Florida

Our attorneys are admitted to the bars in the tri-state area of New York, New Jersey and Florida, and as such, we are uniquely positioned to assist clients who live, own property or own businesses in those jurisdictions. We also have specific experience working with small business owners and can assist in any stage of corporate work, from selecting the most appropriate entity type to executing a strategic exit plan. We look forward to leveraging our experience to help develop a specific plan that meets your needs.

Mario Bai

Managing Director

Why choose us

Years of Experience

Our attorneys have years of experience developing complex estate plans and counseling business owners.

Building Trust

Our clients look to us for advice they can trust based on their experiences with us in the past. 

Efficiency

We utilize sophisticated technology to efficiently communicate with our clients and implement plans quickly.

Our Experience Includes:

  • Drafting Intergenerational tax-efficient trusts
  • Selecting appropriate entity structures
  • Maximizing wealth accumulation
  • Family office planning 
  • Managing purchase and sale of entities
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We Specialize in Estate Planning

Unlike some of our competitors, we specialize in high- and ultra-high net worth planning techniques. Our attorneys have studied the tax code and have implemented extremely complex strategies for families with net worths in excess of $100mm. You wouldn't go to a cardiologist to operate on your back, so choose a law firm that specializes in complex estate planning techniques to recommend a winning strategy.