Estate and Trust

We work with estate and trust attorneys to develop comprehensive estate and trust plans that address business continuation, wealth planning and strategies for minimizing estate taxes for your clients.

Business Valuations

We have experience preparing in-depth reports for family disputes, divorce, estate planning, buying or selling a business, and more.

Litigation Support

Our Dallas CPA firm can review documents, prepare analyses and provide expert witness testimony related to estate and trust matters, fiduciary accounting, lost profits, business valuation and more.

Dispute Resolution

As CPAs and consultants, we have been often been asked to assist attorneys in their efforts to resolve family disputes, address questions and concerns about trust or estate management or participate in arbitration or mediation.
Let us know how our Dallas CPA firm can help you with your family office needs. Call us today at 214-696-1922 and ask for Mark Patten to arrange a consultation.