With our founder having been a Professor of Estate & Gift Tax Law at the University of Denver and head of large family office, our firm has been fortunate to consult with many families who put into place strategies that are not just tax efficient, but work for each family's unique circumstances. Our firm has extensive experience in probate, trust and estate administration and can help you with your business and estate planning from inception through succession. We help form family offices and counsel their operations, including contracts, sales, wealth management, systems needs and data visualization.
