Rick advises high-net-worth individuals and business owners on a wide range of sophisticated wealth transfer, tax planning and charitable matters.

He designs and implements strategies to accomplish clients’ taxable and personal estate planning goals, accounting for each client’s unique circumstances, including tax minimization and wealth transfer objectives, business succession goals, charitable planning objectives, creditor protection and privacy concerns.

Rick’s practice includes work with large families and family offices to coordinate inter-generational planning, including counseling younger generation family members on learning to be responsible stewards of wealth.  He is experienced in the formation and operation of private trust companies, and he regularly represents fiduciaries in the administration of trusts and estates and the formation and operation of private foundations.