Family Offices; Succession Planning
The firm provides succession counseling and trust and estate advice to business owners and high net worth family groups. Marc Bronstein manages this practice. In addition to working in trusts and estate, probate and disputed inheritance matters for over 40 years, Marc also brings his experience as a licensed CPA to bear on financial issues for high net worth individuals. In addition to providing planning services, the firm has, as necessary, litigated high stakes probate matters involving disputed claims to business ownership and control.
The firm also acts as “concierge” counsel for family offices, often coordinating the activities of specialized outside lawyers operating in different states and internationally.