Private client counsel · Boston

For what you have built.
For who comes next.

Estate planning and succession counsel for families who want their intentions carried forward clearly.

Carefully prepared estate planning documents at a writing desk

INTENT / STEWARDSHIP / CONTINUITY

A letter from the firm

The most important part of an estate plan is not the estate.

It is the child who may need guidance. The partner who should not face an administrative maze. The company that needs a prepared successor. The cause you want to outlast you.

We begin there—with the human consequences—then make the law serve them precisely.

Elena Hart

Founding partner

Areas of counsel

One plan. Four lenses.

Your documents, assets, taxes, and relationships should tell the same story.

Foundational Estate Planning

Wills, trusts, health directives, and durable powers designed as one coherent family plan.

Individuals, couples, and new parents

Wealth & Tax Planning

Sophisticated transfer strategies that preserve flexibility while reducing unnecessary estate and gift tax exposure.

Families with complex or taxable estates

III

Business Succession

Continuity plans for closely held companies, professional practices, and family enterprises.

Founders and family businesses

Estate & Trust Administration

Steady guidance for fiduciaries carrying out a loved one’s plan during a difficult season.

Executors, trustees, and families

A durable plan

Designed for the family you are now—and the one you may become.

We pressure-test decisions against incapacity, tax change, relocation, new relationships, liquidity, and the practical realities of administration.

How the firm works

IntentYour wishes, in plain language

StructureDocuments that work together

AssetsOwnership and beneficiary design

StewardshipThe right people, prepared

Selected matter01 / 03

Business succession

Transferring a company without transferring conflict.

For three siblings and a second-generation manufacturer, we aligned ownership, voting rights, leadership transition, trusts, and liquidity around one shared timetable.

Read representative matters

“The final plan gave every person a role—and no one a surprise.”
Second-generation owner · Identity withheld

How we practice

Listen beyond the inventory.

Assets are facts. Family dynamics shape whether the plan succeeds.

Draft for the reader.

Technical precision and clear language are not competing values.

Stay after signature.

Funding, implementation, and periodic review make the plan real.

Client note · 02

“They listened for the family dynamics beneath the asset list. Our plan finally feels like ours—not a stack of forms.”
Private clientBeacon Hill family

Questions, answered

Clarity before commitment.

A private beginning

Leave less unsaid.

Begin with a confidential introductory conversation about what matters and what needs attention.

Write to the firm

For what you have built.For who comes next.