Representative Experience

  • Served as trustee of approximately 30 family trusts valued in the hundreds of millions of dollars for multiple branches of a family, handling competing interests, providing long-term planning advice and negotiating resolution to conflicts while avoiding litigation.
  • Represented widow of a highly successful investor in negotiating a confidential settlement believed to be among 2014’s largest litigated estate matters. The case presented novel, complex conflicts of law, state taxation and multistate residence issues.
  • Represented hedge fund and private equity investors in establishing trusts to benefit children and future generations—entirely transfer-tax exempt—and saved clients’ families hundreds of millions of dollars in transfer and income taxes.

Practice Area Highlights

  • Exclusive Contributors of the 7th Edition of The Legal 500: Private Client Comparative Guide.
  • Team lawyers received recognition in Chambers’ High Net Worth Guide since the creation of the guide (2016 – present).
    • Family Offices & Funds Structuring (Nationwide) – Band 2
    • Private Wealth Law (Florida) – Band 1
    • Private Wealth Law (Northern California) – Band 2
  • Recognized Nationally as Tier 1 in Trusts & Estates Law inBest Lawyers “Best Law Firms” (2025).

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  • Recipient of Leaders in Law 2020 Global Award, Wealth Management Firm of the Year in USA – California (2020).
  • Recognized with the International Advisory Experts Award, Wealth Management in California (2020).