Bespoke Legal,
Tax and
Financial Advice.
We seamlessly integrate complex ideas
so you can simplify your life.
 

Who We Are

We are a Massachusetts and New York based law firm with over 50 years combined experience. We partner with clients to create custom solutions designed to help you achieve your goals.

Our Services

Legal Services

Trusts & Estates

Tax Planning & Compliance

Planning for Entrepreneurs

Family Office & Trustee Services

 
Private Client Services

Wealth Management

Financial Planning

Philanthropy

Wealth Education for the Next Generation