Wealth Management

CondonBusiness’s Wealth Management group works in multiple phases of this practice area including tax and estate planning, wealth transfer, and asset management. Our aim is to guide our clients and their families, residing both domestically and abroad, through every stage of challenging intergenerational decisions. We try wherever possible to minimize the impact of taxes and maximize the transfer of wealth.

We help with all aspects of preserving, managing and transferring assets by leveraging our decades of experience and extensive knowledge of estate and income tax laws. Our clients depend on us to manage and structure their estates through beneficial trust and corporate structures so that their assets and their beneficiaries may be fully protected now and in the future.

We also provide a full range of probate and estate administration services and, when necessary, litigate disputes that arise in the settlement of estates.

In addition, the Wealth Management group advises executors, trustees and other fiduciaries. Because of our long standing relationships with client families over generations, our attorneys often act as fiduciaries themselves in the administration and settlement of estates.