Wolf, Rifkin, Shapiro, Schulman and Rabkin, LLP’s Trusts, Estates, and Private Client Services Department team advises families of all sizes and composition with respect to tax and estate planning, wealth preservation, and other asset management matters.

We believe an interdisciplinary approach is necessary to determine suitable planning objectives and strategies for each of our clients, and take a practical approach to structure and maintain cohesive planning infrastructure. Our client demographics range from ultra-high net wealth clients planning across multiple generations, to proactive clients with modest estates.

We work closely with clients to develop tailored strategies that align with their long-term financial and family governance priorities.

Members of our team also cross-over and interface with members of the real estate, corporate transactional, and other teams, to assist our clients with an integrated approach to servicing the modern family office.