Brie Maris advises clients on estate, trust, and tax issues. Her practice focuses on helping high net worth individuals and their families protect and preserve wealth for future generations.
Brie works closely with her clients to develop and implement sophisticated planning strategies to minimize income, estate, gift, and generation-skipping transfer taxes. Brie also provides guidance to clients regarding their non-tax goals, including charitable giving, asset protection, trust and estate administration, and business succession planning.