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Private Clients, Estate, Trust & Financial Planning



We create and implement comprehensive and practical estate and tax planning strategies for our clients’ families and their assets.

Our approach

Success in estate planning, tax minimization and wealth management is achieved through active engagement with our clients.

Our approach is hands-on, practical and client-centered.

Our nationally recognized lawyers partner with individuals, families and business owners to craft their estate plans and achieve their wealth management goals. The team develops and implements practical planning solutions geared to protect our clients, minimize taxes and preserve businesses and wealth through multiple generations.

We administer trusts, estates and charitable entities, serving as trustees and executors to carry out our clients’ objectives over time.

Tracking industry trends, we monitor and anticipate changes in the tax, legal and market landscapes. We bring each client’s goals to fruition through our comprehensive legal, tax, financial planning and wealth management services.

Our attorneys deliver high-level advice both domestically and internationally, customizing and implementing strategies for each client and family. We also collaborate with our clients’ other advisors and with our own subsidiary, Watch Point Trust Company.

We work with

  • Individuals and families
  • Corporate executives
  • Business owners
  • Banks and trust companies
  • Charitable organizations
  • Executors and trustees

5 Ways to Hone Retirement Plans Under New Tax Regime

CNBC | February 20, 2018

Chicago private clients group partner Michelle Canerday is quoted in this article discussing how families can take advantage of the temporary increase in the estate-tax exemption.

9 Ways New Tax Law Could Affect Clients’ Estate Plans

ThinkAdvisor | January 10, 2018

ThinkAdvisor published a write-up on estate tax changes based on the client alert written by Boston private clients counsel Sarah Richards, associate Sarah Roscioli, and paralegal Mary-Benham Nygren.

Trump’s tax overhaul could make history, but can it work?

The Boston Globe | November 13, 2016

This piece focuses on a prospect of a tax overhaul in a Trump administration. Boston private clients partner Sarah Connolly comments on how the political climate (now a Republican Senate, Republican House, and Executive Office) is well positioned to repeal the estate tax given the Congressional majority is Republican.

Trumps changes to the tax codes may encourage dynastic wealth

The New York Times | November 12, 2016

This article discusses President-elect Trump’s tax code proposals and how he plans to repeal the estate tax. Boston Private Clients partner Sarah Connolly is quoted discussing how changes to the estate tax likely won’t impact Trump’s supporter base.

Career Tracker: Lawyers on the move

Reuters Legal | May 17, 2016

The arrival of Chicago private clients partner Michelle Canerday is highlighted.

Involving Children in Estate Planning

Rochester Business Journal 2016 Guide to Wealth Management | March 11, 2016

Rochester private clients partner Stephanie Seiffert and associate Kenneth Hunt authored this piece on the importance of families having their children involved in the estate planning process.

Business owners try to plan as extenders package sits

Rochester Business Journal | November 27, 2015

Rochester Private Clients associate Sarah Brownlow is quoted in this article on tax extenders which appeared in the Rochester Business Journal’s Guide to Taxes and Financial Planning.

People on the Move

Boston Business Journal | September 10, 2015

This news brief notes that Boston partner Evelyn Moreno has been named the new leader of the firm’s Private Clients practice.

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