The Firm


Our practice focuses on advising high net worth families, owner-managers and entrepreneurs on tax and succession planning issues.

We provide advice on establishing and reorganizing corporate structures in a tax-efficient manner, including exit planning for total or partial sales of clients' businesses.

In addition, we have an extensive practice providing will and estate planning advice to our clients.

Jesse Brodlieb

Areas of Focus

Business Structures and Tax Planning
Private Company Tax
Trusts, Estates, and Wealth Preservation
Charities and Non-Profit Taxation
Cross-Border Tax
Blockchain and Cryptocurrency Taxation