Clients turn to Ray for meticulous and creative trust and estate planning advice.
Ray works with clients on a wide range of personal planning matters, focusing on wealth management and preservation. She assists clients in the reorganization of their assets with regard to strategic tax and succession planning; advises on all aspects of the establishment and administration of trusts, both domestic and international; designs wills and powers of attorney to deal efficiently with assets upon death or incapacity; and consults on domestic and marriage contracts. Ray has significant experience in cross-border planning. She also advises on charitable giving, including the creation and registration of new charities and their ongoing compliance.
Ray’s clients, including high-net-worth individuals, family businesses, trust companies and charitable entities, value her superior organizational skills and her ability to present complex information simply.