Trusts, holding entities and estate plans protect a family only while they stay aligned with its intentions and the law. We design them with external counsel, and then we do the less glamorous thing: we keep them that way, year after year.
The work
We are not a law firm and do not pretend to be one. Legal drafting sits with external counsel chosen for the matter and the jurisdiction. What the office contributes is the whole picture: the family's intentions written down, the existing structures mapped, and the brief to counsel framed so the advice fits everything else that is true.
In practice
Every family we serve has a single, maintained map of who owns and controls what, entity by entity. It sounds basic. In our experience it is the document most families arrive without.
Filings, registrations, trustee meetings and review dates sit on a standing calendar owned by the office, so compliance never depends on somebody remembering.
Each annual review starts from the family's stated intentions, restated in plain words, and asks whether the structures still serve them. When the honest answer is no, we say so and propose the simplification.
