A Unique Platform To Organize Information About Complex Estates


About us

We provide a service to families and their advisors to help them organize the vast amount of information associated with large complex estates. We offer a highly personalized service to our clients and supportive assistance to their advisors.

Our Clients

Our clients are families with estates ranging from $20 million to over $1 billion. The structures of their estates are complex and include multigenerational ownership of assets within trusts, partnerships, limited liability companies and corporations. The common characteristic is not the value of their estates, but rather the complexity of the structures, the number of asset classes, the frequency of changes, and the amount of documents and data. We bring structure and order to the process of organizing information so that estates can be viewed and understood in their proper context.


Family Wealth Map synthesizes complex information so that estates can be viewed in their proper context.

Our Associates

Our associates are lawyers because of the need to communicate effectively with our clients and their advisors, however, they do not give legal advice or provide legal services. Their only role is to help the team organize and manager information. 

Our Work

With the assistance of our clients and their advisors, we do most of the initial work to create our clients' estates within our proprietary system. We then add the relevant documents and data that support the legal structure of the estate and the ownership of the assets. When gaps or conflicts appear in the information, we communicate the issue directly to our clients' advisors. Once the initial setup is complete, we train the client and the team members how to use the system but we always remain closely involved to provide assistance as needed.

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