Sophisticated Strategies.
Pragmatic Approach. Concierge Services.

Boutique estate and tax planning for high-net-worth individuals, families, and business owners.

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Our Mission

At Kaplan Scharf Law, we believe that every legacy deserves careful stewardship. We help high-net-worth individuals, families, and closely held businesses protect, grow, and transfer their wealth through innovative, tax-efficient planning.

Combining decades of legal experience, advanced planning techniques, and a deep understanding of complex tax law, we create personalized strategies to meet each client’s unique goals. Our clients value discretion, technical excellence, and a long-term approach — and we deliver.

Our Approach

  • We begin with a thorough review of your assets, tax position, family objectives, and long-term goals.

  • Next, we craft a detailed planning proposal, complete with custom illustrations, financial models, and a clear implementation roadmap.

  • Our team coordinates every step, working seamlessly with your accountants, financial advisors, and family office to ensure a smooth process.

  • We provide continuous guidance, annual updates, and proactive service to help your plan adapt as your needs evolve.