Practice Areas
Tax planning with the future of your family in mind.
Oakgrove Legal Strategies provides a holistic approach to wealth that encompasses the purpose, legacy, and the future of your family. We integrate tax planning with trusts & estates, litigation defense, and strategic philanthropy.
Quote or pull line off to the side: “I understand that for leading family offices and high-net-worth individuals, wealth stewardship is about more than assets—it’s about legacy, purpose, and the future of the family itself. Oakgrove provides sophisticated legal counsel in tax, trusts & estates, and strategic litigation, not only to optimize financial outcomes but also to empower families in their most profound endeavors. I am passionate about facilitating purpose-driven philanthropy, recognizing its unique ability to forge a strong family identity and serve as a vital incubator for educating younger generations in critical business principles and the enduring values that define their heritage.”
Tax Compliance & Planning
Oakgrove provides meticulous guidance on complex federal and state tax matters, ensuring full compliance while strategically optimizing your tax positions to preserve and grow your wealth.
Wealth Transfer Planning
Our expertise ensures your assets transition seamlessly across generations. We develop sophisticated strategies to minimize estate, gift, and generation-skipping transfer taxes, safeguarding your family's financial future.
Estate Planning
We craft comprehensive estate plans that reflect your wishes, protect your assets, and provide clear directives for your family's future, including wills, trusts, and powers of attorney.
Tax Controversy & Litigation
Should disputes arise with tax authorities or within complex trust and estate matters, Kieran Carter’s experience litigating over 400 trials ensures you have a robust defense and strategic representation to protect your interests.
Beyond the Balance Sheet: Building a Lasting Legacy
What truly sets Oakgrove apart is our dedication to your family as a whole. We understand that for families with an abundance mindset, wealth is a powerful tool for good. We specialize in structuring and advising on:
- Strategic Philanthropy and Charitable Giving: Whether advising on non-cash charitable contributions, providing strategic alterations to your foundation based on new law, or establishing charitable trusts, we help you channel your wealth into causes that align with your family’s unique values.
- Intergenerational Engagement: We believe a focus on societal impact is a powerful way to engage and educate younger generations. We guide families in fostering a shared purpose and sense of identity, strengthening the next generation as both capable individuals and cohesive family members.
- Incubating Impact Businesses: For the entrepreneurial next generation, we provide the essential legal framework to incubate and scale their impact-driven ventures, ensuring their innovations contribute meaningfully to both the family’s legacy and global betterment.
At Oakgrove, we empower your family to not only navigate the complexities of wealth but to define its purpose, cultivate its identity, and create an enduring legacy of impact for generations to come.
