Expert Wealth Planning

Compassionate estate and tax planning for high-net-worth individuals and family businesses.

Client Services

We provide estate, tax, and wealth-transfer planning for clients.

A grand estate is viewed through an arched gateway, with well-manicured shrubs lining the path leading to the house. The lighting casts intricate shadows on the walls of the archway, and the trees on either side display autumn colors.
A grand estate is viewed through an arched gateway, with well-manicured shrubs lining the path leading to the house. The lighting casts intricate shadows on the walls of the archway, and the trees on either side display autumn colors.
Trust Litigation

Our firm assists clients with estate and trust controversy matters effectively.

A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
Succession Planning

We help families navigate complex succession planning for privately held businesses.

woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

Cavendish and Company provided invaluable guidance for our family's estate planning and tax strategies. Highly recommend!

A stately white mansion with dark roofs is surrounded by neatly trimmed green hedges and tall trees. In the foreground, a manicured lawn features several white folding chairs and a table, creating an elegant and peaceful outdoor setting.
A stately white mansion with dark roofs is surrounded by neatly trimmed green hedges and tall trees. In the foreground, a manicured lawn features several white folding chairs and a table, creating an elegant and peaceful outdoor setting.

Their compassionate approach made discussing sensitive issues easier. We felt supported throughout the entire process.

An elegant hillside estate surrounded by lush green foliage, set against a backdrop of partly cloudy skies. The estate includes large, ornate buildings with rustic red roofs and a cottage near the water's edge.
An elegant hillside estate surrounded by lush green foliage, set against a backdrop of partly cloudy skies. The estate includes large, ornate buildings with rustic red roofs and a cottage near the water's edge.
★★★★★
★★★★★
Services

Estate planning, tax services, litigation support offered.

Consultation

contact@cavendishandcompany.com