High Net Worth Focus Targeted cross-border estate and tax planning services for high- and ultra-high-net-worth individuals and families with multinational interests, leveraging the firm's depth in international tax and private client advisory.

Succession & Governance Offer business succession planning and governance/compliance support to founders and closely held enterprises, aligning with the firm’s emphasis on complex private-company matters and cross-border structures.

IRS Credentials Leverage the leadership’s IRS Estate & Gift Tax background to position capabilities in IRS-efficient planning, audits coordination, and defensible estate strategies for sophisticated clients.

Cross-Border Expertise Highlight multinational estate administration and cross-border structuring to attract clients with assets or operations in multiple jurisdictions seeking integrated legal and tax solutions.

Strategic Growth Capitalize on recent attorney additions and a history of client growth to approach potential referral sources (trusts and estates practitioners, private bankers, wealth managers) for co-counsel or advisory partnerships.