Family Law Disputes
We provide independent financial analyses, expert reports, and advisory services to assist legal counsel, fiduciaries, and clients in resolving family law, trust, and estate matters. Our work addresses valuation, income determination, asset tracing, property division, and financial issues arising in collaborative processes, negotiations, mediation, and litigation.
Financial Expert Reports
We prepare comprehensive expert reports that present financial findings in a clear, objective, and defensible manner. Our analyses are tailored to the specific issues in dispute and can be used to support settlement discussions, mediation, arbitration, and court proceedings.
Income Analyses
We assess income for support, estate, and trust-related purposes, including situations involving self-employed individuals, private corporations, variable compensation, and non-traditional sources of income. Our analyses help determine income available for support calculations and other financial determinations.
Net Family Property Calculations
We prepare detailed net family property calculations, including the analysis of assets, liabilities, exclusions, and valuations at relevant dates. Our work helps ensure that property division calculations are accurate, transparent, and supported by financial evidence.
Trust & Estate Matters
We assist with the financial issues that arise in trust and estate disputes, including the valuation of assets, tracing of funds, income analyses, beneficiary matters, and the review of fiduciary accounts. Our independent analyses help stakeholders understand complex financial information and support the fair resolution of disputes.
Valuations
​Our team provides independent valuations of businesses, professional practices, ownership interests, trusts, and other assets that may be relevant to family law, trust, or estate matters. We deliver well-supported opinions of value based on accepted methodologies and the specific circumstances of each case.
Tracing & Asset Reconstruction
We trace assets, liabilities, and financial transactions to help identify excluded property, inheritances, gifts, trust interests, business ownership interests, and the movement of funds over time. Our work helps clarify ownership and the financial history of assets relevant to the matter.
Collaborative Family Law
We work with lawyers, financial professionals, and families within the collaborative family law process to provide neutral financial analysis, income assessments, valuations, and property calculations. Our objective approach helps facilitate informed decision-making and the efficient resolution of financial matters without litigation.
