An ultra-high-net-worth family had accumulated substantial wealth over multiple generations through their family-owned business. After the billion-dollar business was sold, a member of the next gen recognized the need for comprehensive estate planning and educational guidance to ensure the responsible stewardship of significant family and personal assets.

A regional oncology healthcare provider sought to establish a strategic partnership with a leading local hospital system. The goal was to integrate specific administrative services, improve patient outcomes and ensure seamless continuity of care across the region. However, negotiations were complex, with both parties aiming to protect their respective interests.