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Private Clients

establishing legacies for generations to come

Integrated approach to creating strategies for preserving and transferring wealth.

Morris James attorneys provide personal attention and a comprehensive range of services to our private clients. Our multidisciplinary team works collaboratively with our clients and their professional advisors to develop customized solutions. We apply an integrated approach to wealth preservation and transfer that offers financial security and establishes legacies for generations to come. Our attorneys have decades of experience in designing and implementing strategies to minimize risk and optimize opportunity. 

We are acutely aware of the sensitive nature of family and personal matters and take pride in our ability to approach issues with the finesse and discretion that promotes resolution. Morris James clients rely not only on our thorough legal knowledge and ability to use the most sophisticated techniques to accomplish their objectives but also on our skills as legal counselors.

Most importantly, Morris James clients appreciate and share our belief that successful plans achieve more than the desired distribution of family assets. Beyond that, proper planning can perpetuate family values, promote stewardship, and foster meaningful, contributory lives through future generations.


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