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Wealth Planning & Individual Services

Our Wealth Planning team understands the importance and responsibility of planning for individuals and families.

We provide practical, cost-effective and innovative guidance on all aspects of individual and estate tax planning, business succession planning, financial planning, asset protection planning, risk management, retirement planning and family counseling. You worked hard to get where you are. Set your goals and we will help you achieve them.

Our attorneys have been recognized for their excellence in the field of wealth planning and are dedicated to providing the highest quality client service at reasonable rates. Our attorneys have served as faculty members at Washington University’s School of Law and Graduate Tax Program and at St. Louis University School of Law. Our team members also regularly teach trust and estate courses for lawyers, accountants, financial advisors and families and have published books and articles on a wide variety of financial and estate planning topics. Our Wealth Planning team has also authored several chapters in such prestigious publications.

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Brokers / Dealers & Financial Advisors Entrepreneurs, Closely Held & Family Owned Business Real Estate

Wealth Planning & Individual Services Team

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