312.392.0310
Chicago, Illinois
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Concierge Level Service

For clients who need comprehensive advice and counsel, concierge level service is a deeper, more holistic approach in which our attorneys coordinate services with other financial professionals, including tax advisors, investment managers, insurance brokers, and valuation analysts. This program is designed for individuals, couples and families who have accumulated significant assets, are focused on wealth preservation and asset protection, or are faced with a pressing concern, such as a high net-worth divorce or establishing a guardianship for a disabled loved one.

We will work closely with you to learn about your lifestyle and finances, help you compile the necessary financial information and make recommendations concerning:

  • Complex wills
  • Revocable trusts
  • Irrevocable trusts
  • Beneficiary selections for IRA’S and 401(k)’s
  • Qualified retirement trusts Life estates
  • Charitable giving
  • Business succession planning
  • Guardianships for minors and other dependents
  • Multi-generational/multispecialty legacy planning
  • Generational trust training

You’ve spent your lifetime building a legacy, and our concierge level estate planning services can help to preserve it.



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332 S. Michigan Avenue, 9th Floor, Chicago, IL 60604
| Phone: 312-392-0310

About | Practice Areas | Estate Planning

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