Home office. Full in-person planning for Boca Raton, East Boca, West Boca, and the surrounding coastal and inland neighborhoods.

A short drive from the Boca office. In-person planning for the barrier-island community and its full-time and seasonal residents.

Full planning services for Delray Beach, from Atlantic Avenue to the western communities.

In-person and virtual planning for Boynton Beach clients, including the coastal, central, and western neighborhoods.

Wealth planning for West Palm Beach, from downtown to the historic and northern neighborhoods.

Planning for the Palm Beach island community, its estate-level households, and seasonal residents.

Full-service planning for Palm Beach Gardens, PGA National, and the surrounding gated and golf communities.

Western Palm Beach County. Full planning for equestrian estate owners, high-net-worth families, and multi-generational households in the Wellington Preserve and Village Walk areas.

Broward-county office. Full in-person planning for Plantation and the surrounding central Broward neighborhoods.

Wealth planning for Fort Lauderdale, from downtown to Las Olas, the beach, and the surrounding neighborhoods.

In-person and virtual planning for Coral Springs households, including its established professional and business-owner community.

Wealth planning for Cooper City, Rock Creek, and the surrounding southwest Broward communities.

Planning for Parkland families, its equestrian and gated communities, and the surrounding northwest Broward area.

Broward-Palm Beach line. Six miles from the Boca office. Retirement-stage and estate planning for coastal households, Century Village residents, and pre-retirees.

Central Broward coastal. Ten miles from Boca, fourteen from Plantation. Business owner succession, coastal property planning, and remote executive coordination.

Central-western Broward. Four miles from the Plantation office. High-income tax planning and equity-compensation work for academic, medical, and corporate executives.

Northwest Broward. Five miles from the Plantation office. Corporate benefit optimization, cash flow planning, and independent household planning for professional women.

Planning for Weston and its master-planned neighborhoods, with a large concentration of executive and professional households.