Your wealth.
Your legacy.
Expertly protected.
We are a boutique private client law firm serving high-net-worth individuals, families, and business owners domestically and internationally. We combine sophisticated legal planning with deep tax knowledge to protect what matters most — and ensure it endures for generations.
Where law and tax strategy work as one
Most law firms handle legal documents. Most accounting firms handle tax returns. We do both — and more importantly, we make them work together. Every engagement begins with a thorough understanding of your complete financial picture before a single strategy is recommended.
Whether you are building a multi-generational estate plan, navigating the complexities of a cross-border life, resolving a dispute with the IRS, or ensuring the financial future of a loved one with special needs — we bring the precision, creativity, and experience your situation demands.
We collaborate with your existing financial advisors, CPAs, and corporate counsel to deliver coordinated results across every dimension of your financial life.
Built for clients who require more.
Sophisticated clients deserve more than off-the-shelf plans and isolated legal advice. They need advisors who can see their entire picture — and design strategies that account for every dimension of their financial life simultaneously.
At TPCLF, we don't begin with a document. We begin with a conversation. Only after fully understanding your circumstances — your assets, your family, your business interests, your cross-border exposure, your long-term goals — do we design a plan that actually works.
That commitment to understanding first — and planning second — is what sets us apart.
I. Integrative by Design
We bridge the legal and accounting worlds — coordinating estate law, tax strategy, business structure, and long-term financial goals into a single, unified plan rather than a collection of separate documents.
II. Cross-Border Fluency
With deep expertise in both U.S. domestic and international tax and estate law, we serve clients who live, invest, and hold assets across borders with the same depth and precision as those with purely domestic needs.
III. Boutique Attention
Every client works directly with experienced attorneys — not associates managing files in the background. Your plan reflects your situation in detail, not a template adapted from someone else's.
IV. Long-Term Partnership
Tax laws change. Families grow. Businesses evolve. We maintain ongoing relationships with our clients, reviewing and updating their plans as circumstances shift and new planning opportunities arise.
How we work with you
A consultative, four-stage process designed to deliver plans that are comprehensive, fully coordinated, and built to last.
I. Understand
We begin with a thorough consultation — taking time to understand your assets, family structure, business interests, cross-border exposure, and long-term goals before recommending a single course of action.
II. Collaborate
We work alongside your existing financial advisors, CPAs, and corporate counsel — identifying every planning need across legal, tax, and financial dimensions to ensure nothing is overlooked.
III. Design
Only then do we design a customized, integrated plan — one that addresses your objectives at every level and coordinates all dimensions of your financial life into a unified, coherent strategy.
IV. Implement & Maintain
We implement your plan and remain engaged as your circumstances evolve — reviewing, updating, and refining your strategy as tax laws change, families grow, and new opportunities emerge.
Six practice areas.
One integrated strategy.
We don't approach any single issue in isolation. Every client relationship begins with a consultation — and every plan we design accounts for how each piece of your financial life affects the others.
Estate & Tax Planning
A great estate plan does more than distribute assets — it protects and preserves them. We design comprehensive, forward-thinking strategies that minimize federal and state tax exposure and ensure your wealth transfers to the people and causes you care about, entirely on your terms. From foundational wills and trusts to advanced structures like GRATs, SLATs, ILITs, and charitable vehicles, every plan is tailored to your specific goals — and revisited as your life evolves.
Probate & Estate Administration
Settling an estate after the loss of a loved one is one of life's most difficult administrative responsibilities — made harder by grief and time pressure. We guide executors, administrators, and families through the entire probate and trust administration process, from filing the initial court petition to making final distributions. We handle the legal complexity so your family can focus on what matters.
Special Needs Planning
When a family member has a disability, the stakes of getting the planning right are uniquely high. A single poorly structured gift or inheritance can strip them of the SSI or Medicaid benefits they depend on. We help families create legally compliant Special Needs Trusts and fully integrated planning strategies that safeguard government benefits while providing lasting financial security, dignity, and an enhanced quality of life.
International Estate & Tax Planning
For clients whose lives and assets cross borders, domestic estate planning is only part of the equation. We counsel U.S. citizens living abroad, foreign nationals with U.S. assets, and internationally mobile families on strategies that coordinate legal and tax planning across multiple jurisdictions — including treaty-based planning, Qualified Domestic Trusts for non-citizen spouses, pre-immigration planning, multi-jurisdiction will coordination, and cross-border inheritance strategies.
Cross-Border Tax Compliance
The United States taxes its citizens and residents on worldwide income — and the reporting obligations that accompany foreign bank accounts, investments, trusts, and business interests are complex, far-reaching, and strictly enforced. We help clients understand and fulfill their FBAR, FATCA, PFIC, and foreign entity reporting requirements. Where prior non-compliance exists, we guide clients through voluntary disclosure programs to restore good standing and minimize penalties.
Tax Controversy & IRS Representation
Receiving an IRS notice is unsettling. Responding incorrectly can make things significantly worse. We represent individuals and families at every stage of the tax controversy process — from initial IRS examination through Appeals and U.S. Tax Court litigation — providing experienced, strategic advocacy in income tax audits, estate tax disputes, foreign account penalty matters, and IRS collection actions. Early representation makes all the difference.
Ready to protect what you've built?
Schedule a confidential consultation with our team.