Private Wealth Law

Morris James advises individuals, families, business owners, executives, and trustees on building, protecting, and transferring wealth. We work where personal, tax, and business questions meet—coordinating estate planning, wealth transfer, and trust administration with the tax and business matters that shape them, so a client's plan reflects their whole situation, not one part of it.

We draw on Delaware's trust law, long favored by families and their advisors nationwide, to structure directed and dynasty trusts that separate investment, administrative, and oversight roles and are designed to preserve family wealth across generations. Our work also includes estate, gift, and transfer-tax planning, business succession, charitable and philanthropic giving, and the administration of trusts and estates—for clients in Delaware and those who choose Delaware from elsewhere.