case studies

An ultra-high-net-worth financial executive approached our law firm seeking comprehensive estate planning services. In addition to substantial partnership equity and personal assets, this client owned several animals that had gained significant market value over the years.

A regional oncology healthcare provider sought to establish a strategic partnership with a leading local hospital system. The goal was to integrate specific administrative services, improve patient outcomes and ensure seamless continuity of care across the region. However, negotiations were complex, with both parties aiming to protect their respective interests.

An ultra-high-net-worth family had accumulated substantial wealth over multiple generations through their family-owned business. After the billion-dollar business was sold, a member of the next gen recognized the need for comprehensive estate planning and educational guidance to ensure the responsible stewardship of significant family and personal assets.