Our firm provides expert analysis and testimony in trust, estate, probate, securities, RIA and broker‑dealer, banking, fraud, cryptocurrency, and other digital‑asset disputes in court and arbitration proceedings.
Trust, Estate & Probate Litigation
Trust and estate administration and related trust and estate litigation, including contested fiduciary actions involving individual, professional, and corporate trustees.
Analysis of trust portfolios and the entirety of assets comprising the corpus in dispute, addressing standards of care, suitability, and risk management.
Opinions on fiduciary conduct and decision‑making, including alleged breaches of loyalty and prudence, conflicts of interest, and the alignment of fiduciary actions with governing documents and client objectives.
Complex & Non-Traditional Assets
Cryptocurrency and digital assets, private equity, structured and hybrid products, DSTs, and other non‑traditional investment holdings.
Closely held assets such as real‑estate‑intensive portfolios and operating businesses, including professional practices and agricultural operations, with experience in cross-border and international situations.
Frequently engaged as an expert witness in financial-advisor, trust, estate, and partner disputes and related litigation, including questions of valuation, concentration risk, disclosure, and the suitability of complex or illiquid holdings for the clients and entities involved.
Securities, RIA & Broker-Dealer
Securities and investment disputes involving RIAs and Broker‑Dealers, including suitability, fiduciary and Reg BI duties, supervision and compliance, and wealth‑office practices in court and FINRA arbitration.
Matters include portfolio construction and asset allocation, and the use of structured and hybrid products and private offerings.
Decades of leadership in private, business, and wealth banking—with responsibility for multi‑office sales, compliance, operations, and credit risk—inform standards‑of‑care assessments in client, advisor, and employment disputes.
An expert witness consultancy dedicated to making specialized fiduciary and financial services understandable to everyone in plain, simple terms, supported by a collaborative team-based approach.
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