We Provide Personalized And
Experienced Planning Advice

We advise our clients on the planning and administration of estates and trusts. We provide customized legal and tax advice concerning lifetime gifts, legacy transfers, and wealth preservation. We act as fiduciaries for many client families and provide guidance to others serving in those roles. Through our affiliation with Ropes Wealth Advisors, a division of RWA Wealth Partners, we can also facilitate a comprehensive and coordinated range of investment management and financial planning services.

Our Focus Is On Long-Term Client Relationships

We are committed to developing long-term relationships with each of our clients and their families. We work closely with each client’s team of advisors to ensure we are able to provide comprehensive advice. Our approach is to get to know you, to understand your goals and objectives, and to develop a thoughtful and tailored plan that addresses your needs. As your family and wealth circumstances change, we will be by your side to provide ongoing guidance and legal support.

Our Background – A Wealth Of Experience And Knowledge

Our founding partners, Martin Hall and Brenda Diana, each spent more than 35 years in the Private Client Group at Ropes & Gray LLP. Both Brenda and Martin have been recognized by their peers and by rating services for the rigor of their work and quality of their client representation. That rigor and quality are further exemplified by Emma Wright, also a Ropes & Gray alumna, whose legal career has been centered on advising individuals and families on all aspects of the estate planning process.