Brian counsels ultra-high-net-worth individuals and their families on a wide range of matters relating to estate and tax planning, including sophisticated gifting strategies, the operation of family offices and other personal and financial matters. In addition, Brian advises corporate and individual fiduciaries in the administration of substantial estates and trusts and represents clients undergoing audits in front of the Internal Revenue Service.

He also advises financial institutions with respect to their fiduciary obligations and related implications of fiduciary offices in connection with mergers and acquisitions, including state and federal bank mergers, as well as the sale of business units and restructurings.