Harrison LLP and Birchstone Moore Unite to Enhance Wealth Planning Services in D.C.
In an exciting development for the realm of estate planning and private wealth management, Harrison LLP has announced a significant merger with Birchstone Moore, a specialized law firm based in Washington, D.C., focused entirely on estate planning. This partnership elevates Harrison's operational capacity and extends its operational footprint to ten strategic locations nationwide, now including the esteemed D.C. area. This move stands as a testament to Harrison’s long-term vision of becoming the foremost national firm in private wealth law.
Founded in 2003, Harrison LLP was established with the mission to assist individuals and families of high net worth in navigating the intricate waters of wealth planning. Over the years, it has built an exceptional reputation under the management of Matthew Madsen, its managing partner. Madsen expressed enthusiasm about this merger, noting that the decision was driven by the firm’s commitment to expand its footprint and enhance its service offerings. He specifically highlighted the caliber of talent that Birchstone Moore brings, underscoring their sophisticated expertise in estate planning which aligns perfectly with Harrison’s core values.
Birchstone Moore, launched in 2014, has garnered respect and acclaim in the estate planning community due to its exclusively female team of expert lawyers. Co-founders Sarah Moore Johnson and Laura Stone are prominent figures in the D.C. estate planning scene, with extensive backgrounds in managing wealth transfer, trust administration, and probate matters for their clientele. Both have been recognized as Top Estate Lawyers by Washingtonian magazine and have held leadership positions in relevant industry councils, which speaks volumes about their reputations and dedication to their craft.
The merger not only adds a nearly 100-lawyer firm to Harrison’s portfolio but also facilitates a rich exchange of knowledge and resources. Johnson and Stone, in a collaborative statement, emphasized their eagerness to introduce Harrison’s robust offerings—highlighting its unique ability to provide the combined strength of a large firm while maintaining a personalized approach—characteristic of boutique practices. This alignment of services, especially with Harrison’s expertise in fiduciary litigation and family law, promises to create a well-rounded, comprehensive offering for high-net-worth clients eager for sophisticated wealth management techniques.
Harrison’s commitment to a diverse array of legal services means that families will not only receive superior estate planning assistance but also benefit from complimentary services that can include tax management and business succession planning. With the recent recognition in the 2024 Chambers High Net Worth Guide and Best Law Firms® list, this merger will further solidify its standing as a leader in the private wealth law sector.
Moreover, with both firms’ shared dedication towards client service and advocacy for high-net-worth families, their combined efforts are expected to enhance the experience for clients in areas like specialized needs, life insurance planning, and estate administration. The collaboration places an unwavering focus on delivering peace of mind to clients, affirming that they are in capable hands when it comes to securing their legacies.
As they embark on this new chapter, Harrison LLP and Birchstone Moore’s combined vision is clear: to ensure that they remain at the forefront of legal excellence in private wealth planning. By pooling their wide-ranging expertise and resources, they are poised to create an impactful force in the legal landscape that champions family wealth and legacy planning for generations to come. This merger represents a promising growth trajectory not only for the firms involved but significantly for the families they serve in the D.C. metropolitan area and beyond.
Founded in 2003, Harrison LLP was established with the mission to assist individuals and families of high net worth in navigating the intricate waters of wealth planning. Over the years, it has built an exceptional reputation under the management of Matthew Madsen, its managing partner. Madsen expressed enthusiasm about this merger, noting that the decision was driven by the firm’s commitment to expand its footprint and enhance its service offerings. He specifically highlighted the caliber of talent that Birchstone Moore brings, underscoring their sophisticated expertise in estate planning which aligns perfectly with Harrison’s core values.
Birchstone Moore, launched in 2014, has garnered respect and acclaim in the estate planning community due to its exclusively female team of expert lawyers. Co-founders Sarah Moore Johnson and Laura Stone are prominent figures in the D.C. estate planning scene, with extensive backgrounds in managing wealth transfer, trust administration, and probate matters for their clientele. Both have been recognized as Top Estate Lawyers by Washingtonian magazine and have held leadership positions in relevant industry councils, which speaks volumes about their reputations and dedication to their craft.
The merger not only adds a nearly 100-lawyer firm to Harrison’s portfolio but also facilitates a rich exchange of knowledge and resources. Johnson and Stone, in a collaborative statement, emphasized their eagerness to introduce Harrison’s robust offerings—highlighting its unique ability to provide the combined strength of a large firm while maintaining a personalized approach—characteristic of boutique practices. This alignment of services, especially with Harrison’s expertise in fiduciary litigation and family law, promises to create a well-rounded, comprehensive offering for high-net-worth clients eager for sophisticated wealth management techniques.
Harrison’s commitment to a diverse array of legal services means that families will not only receive superior estate planning assistance but also benefit from complimentary services that can include tax management and business succession planning. With the recent recognition in the 2024 Chambers High Net Worth Guide and Best Law Firms® list, this merger will further solidify its standing as a leader in the private wealth law sector.
Moreover, with both firms’ shared dedication towards client service and advocacy for high-net-worth families, their combined efforts are expected to enhance the experience for clients in areas like specialized needs, life insurance planning, and estate administration. The collaboration places an unwavering focus on delivering peace of mind to clients, affirming that they are in capable hands when it comes to securing their legacies.
As they embark on this new chapter, Harrison LLP and Birchstone Moore’s combined vision is clear: to ensure that they remain at the forefront of legal excellence in private wealth planning. By pooling their wide-ranging expertise and resources, they are poised to create an impactful force in the legal landscape that champions family wealth and legacy planning for generations to come. This merger represents a promising growth trajectory not only for the firms involved but significantly for the families they serve in the D.C. metropolitan area and beyond.
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