Wealth Management

At Taylor McCaffrey LLP, our Wills, Estates and Trusts lawyers work with high net worth individuals and families, entrepreneurs, physicians and other professionals to develop strategies to protect and preserve their wealth for generations.

Working closely with the firm’s Tax, we help clients develop comprehensive and personalized strategies that minimize tax liability while accounting for all matters of wealth planning. These strategies include estate administration, fiduciary obligations, property management, foundation and philanthropic planning and business succession and management.

For clients who have existing financial advisors and trusted parties, our lawyers work closely alongside accountants, investment advisors and, in some cases, other attorneys to accomplish clients’ long-term, preservation objective.


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Personal Representative's Duties

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