Justin advises families, business owners, and investors on wealth transfer strategies designed to preserve assets, minimize tax exposure, and support long-term objectives. His practice focuses on family-owned enterprises, closely held businesses, and private equity owners seeking sophisticated planning solutions.
He counsels clients on complex estate and gift planning matters, including estate and gift tax reporting and related compliance requirements. His work centers on designing and implementing structures that facilitate efficient multigenerational wealth transfer while aligning with each client’s personal, financial, and business goals. He prepares customized planning documents that implement clients’ goals and values.
Before focusing his practice on private wealth planning, Justin advised clients on mergers and acquisitions and other corporate transactions, building a strong foundation in tax-driven deal work. He now leverages that experience to advise business owners on succession planning, ownership transitions, and liquidity events, including entity formation, restructurings, buy-sell arrangements, acquisitions, and sales.
Justin also advises family offices, fiduciaries and beneficiaries on estate and trust administration and assists clients in navigating trust, estate, and tax-related disputes.
Recognizing the significance of the wealth clients have worked to build, Justin focuses on developing long-term, trust-based relationships and serving as a steady adviser through important financial and personal decisions. Clients value his accessibility, attentiveness, and commitment to helping ensure their intentions are carried out and their families and businesses are positioned for the future.