LEGAL
EXPERTISE | PROTECTION | PLANNING
Expertise in legal services focusing on estate, legacy and tax planning. We review and summarize your existing legal documents, offer feedback to help improve your estate plan and advise on life-changing events such as business transactions, marriage, divorce or death. Through Wayne M. Zell, Attorney at Law, we draft legal documents including wills, trusts and powers of attorney.
LEGAL SERVICES:
Wayne Zell, J.D.
Estate Planning & Legal Services
Intelligent Wealth Management™ to help protect and streamline your life through high-touch sophistication, expert advice, and transparency.
Boutique Family Office for portfolio management, tax, estate and legal, wealth planning, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards where your best interests come first.
