Contact Us

There is no such label “You Are Now In A Transition Event”.  Yet transitions happen unplanned and planned around major transactions such as sale or transfer of the business and points of change such as premature death of a key person or incapacity.  Thus when conflict, uncertainty and the inability to solve them or understand what and why occur, you can and deserve to get help in making the important decisions.

Starting Here is an Investment in Your Hard Work & Your Family’s Future!

Thank you for visiting us.

We look forward to serving as an invaluable resource to your family and your advisors. 


Office Locations

New York, NY
1330 Avenue of the Americas, 23rd Floor
New York, NY 10019
1-646-328-1982 (Robin)

Los Angeles, CA
2049 Century Park East, Suite 2525
Los Angeles, CA  90067
1-310-499-4842 (Carl)