Jack Challis enjoys the role of family counselor and has focused his career on the effective representation of clients in business and personal matters. His experience with several well-regarded trust companies has provided a unique view of the intersection between personal and financial affairs, and how the issues of both are related on a daily and lifetime basis. Jack's extensive experience in the areas of estate and tax planning and, where needed, incorporation of these elements into a client family's business enterprise, allow him and his colleagues to create the right structure for each client family and to refine the plan when family issues or changes in the law dictate.
"The estate planning work we do for our clients frequently represents the most important decisions they will make for their families. We value this responsibility."