Expert Estate and Tax Planning Services

Compassionate guidance for high-net-worth individuals and families.

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Estate Planning

Tailored strategies for your family's future security.

Navigating complex tax and wealth-transfer issues.

Support for estate and trust litigation matters.

Tax Planning
Wealth Transfer

Compassionate Estate and Tax Planning

At Cavendish and Company, we specialize in estate and tax planning for high-net-worth individuals and families, ensuring their financial legacy is secure and their wishes are honored with care and expertise.

A stack of documents on a dark surface, with the top page clearly labeled 'Last Will and Testament' in bold letters. The documents appear to be legal papers, suggesting importance and formality.
A stack of documents on a dark surface, with the top page clearly labeled 'Last Will and Testament' in bold letters. The documents appear to be legal papers, suggesting importance and formality.
Your Trusted Private Client Firm
Expertise in Wealth Transfer

We provide comprehensive services in estate and trust litigation, tax planning, and succession strategies, helping clients navigate complex financial matters with compassion and clarity for their families and beneficiaries.

Comprehensive Client Services

Expert estate, tax, and wealth-transfer planning for high-net-worth individuals and family businesses.

Estate & Tax Planning

Tailored strategies for effective estate and tax planning to secure your family's future.

A neatly arranged setup featuring tax documents on top of a light-colored folder. An envelope and a sticky note are placed on the left side. A black pen is positioned near the paperwork. A coffee cup sits above the documents, suggesting a moment of work or review.
A neatly arranged setup featuring tax documents on top of a light-colored folder. An envelope and a sticky note are placed on the left side. A black pen is positioned near the paperwork. A coffee cup sits above the documents, suggesting a moment of work or review.
Litigation Support Services

Compassionate assistance in estate and trust controversies, ensuring your interests are protected.

An aerial view of a large estate surrounded by dense greenery, featuring a grand building at the center. The area is filled with expansive lawns and a variety of trees, extending far into the horizon.
An aerial view of a large estate surrounded by dense greenery, featuring a grand building at the center. The area is filled with expansive lawns and a variety of trees, extending far into the horizon.
woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

Cavendish and Company provided exceptional guidance through our estate planning process. Highly recommend their services!

An aerial view of a modern architectural estate, featuring multiple buildings with green rooftops and a central courtyard. The estate is surrounded by lush greenery and palm trees, and the pathways are neatly arranged. There are manicured lawns and landscaped gardens throughout the property.
An aerial view of a modern architectural estate, featuring multiple buildings with green rooftops and a central courtyard. The estate is surrounded by lush greenery and palm trees, and the pathways are neatly arranged. There are manicured lawns and landscaped gardens throughout the property.

Their compassionate approach made discussing sensitive issues much easier. Truly a supportive team for families.

Aerial view of a large, elegant country estate surrounded by lush green lawns and tall trees. The property features a sizable, classic white house with a gray roof, accompanied by immaculately trimmed hedges and additional buildings visible in the background. A long, winding driveway leads to the front of the house, and a white fence borders the expansive grounds.
Aerial view of a large, elegant country estate surrounded by lush green lawns and tall trees. The property features a sizable, classic white house with a gray roof, accompanied by immaculately trimmed hedges and additional buildings visible in the background. A long, winding driveway leads to the front of the house, and a white fence borders the expansive grounds.
★★★★★
★★★★★

Contact Us

A grand historic estate with intricate architectural features and a large, manicured lawn in the foreground. The sky is partly cloudy with patches of blue peeking through. People are scattered across the lawn, and a tour bus is parked to the side.
A grand historic estate with intricate architectural features and a large, manicured lawn in the foreground. The sky is partly cloudy with patches of blue peeking through. People are scattered across the lawn, and a tour bus is parked to the side.

Reach out for compassionate estate, tax, and wealth-transfer planning services tailored for your needs.

Services

Estate planning, tax services, litigation support offered.

Consultation

contact@cavendishandcompany.com