Harrison, a national law firm specialising in private wealth planning, has merged with Washington, DC based boutique estate planning firm Birchstone Moore.
The combination creates a nearly 100-lawyer powerhouse dedicated to providing sophisticated legal counsel for high-net-worth families.
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In addition, this move extends Harrison’s presence to the mid-Atlantic region, bringing its total office count to ten, including key locations such as Atlanta, Chicago, Las Vegas, and now Washington, D.C.
Matthew Madsen, managing partner of Harrison, stated: “Our firm was founded on the vision of becoming the premier national private wealth law firm. As we continue to build out our services and capabilities, we were eager to expand our reach to the mid-Atlantic and the D.C. metropolitan area, in particular. Another key goal was to find excellent practitioners who are passionate about estate planning and who share our commitment to serving high-net-worth families with sophisticated wealth planning solutions. The lawyers at Birchstone Moore are off the charts when it comes to the caliber of advanced skills and experience the team brings. They really fit us like hand in glove.”
Birchstone Moore, established in 2014, has built a reputation in estate planning, probate, trust administration, and tax strategies. Co-founders Sarah Moore Johnson and Laura Stone, recognised leaders in the estate planning field, expressed enthusiasm for the merger.
In a joint statement, Johnson, and Stone shared: “The talent at Harrison is phenomenal and we are eager to introduce the firm to the D.C., Maryland and northern Virginia area. Harrison has built something very unique—a national law firm that provides the resources and administrative support of a large firm, but with a boutique feel when it comes to the specialisation of practice. Like Birchstone Moore, Harrison excels at estate planning and administration, but it also provides complementary practice areas such as fiduciary litigation, split-dollar life insurance, special needs planning and family law. We are also excited about having expertise in other states, particularly Harrison’s Naples office, as many of our clients have residences in Florida. The combination is mutually beneficial for both firms, as well as the families we represent.”
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By GlobalDataFounded in 2003, Harrison aims to help families and high-net-worth people identify and accomplish their private wealth objectives. As a result, the firm has grown to become a trusted estates firm in the country.
Its team of lawyers has the technical expertise and real-world experience to guide clients through the entire spectrum of private client issues, with a particular emphasis on trusts and estates, family law cases, charitable planning, tax issues, business succession, and fiduciary litigation. Corporate executives closely held company owners, professional sports, entertainers, and nonprofit organisations are among the firm’s clients.
In addition to this, the merger also brings Harrison’s count of fellows of the American College of Trust and Estate Counsel to 16, underscoring its reputation as an innovator in trusts and estates law.
This strategic expansion strengthens Harrison’s position as a premier resource for private wealth planning, offering clients enhanced expertise and a broader geographic reach.
