Taylor Porter advises and assists high net worth individuals and families on developing comprehensive estate, gift, and income tax planning strategies to achieve their unique financial planning and wealth transfer goals. She collaborates with clients to create estate plans tailored to achieve their objectives, represents individual and institutional fiduciaries and beneficiaries in trust and probate administrations, counsels clients on their lifetime gifting options, helps on corporate and partnership formations, dissolutions and agreements, and assists with business succession planning and charitable giving.

Taylor seeks to develop a personal and in-depth understanding of each individual she assists and family dynamic to advise accordingly and create a strong foundation for a multi-generational working relationship. Her compassionate approach and attention to detail provides a sense of security for clients.