Amy Cross advises founders, executives, and multigenerational families on sophisticated estate, tax, and wealth transfer planning, with a particular focus on closely held businesses and liquidity-driven events. She is frequently engaged in advance of business sales and other transformative transactions to design and implement structures that preserve wealth, minimize transfer taxes, and maintain family control across generations.
Amy’s practice is defined by the integration of estate planning with business succession and governance. She works with clients to align ownership structures, lifetime gifting strategies, and long-term family objectives—often in the context of concentrated wealth and complex asset holdings. Her experience spans advanced transfer techniques, philanthropic planning, and the structuring of family office entities and governance frameworks.
Drawing on a foundation in trust administration, probate, and fiduciary representation, Amy brings a practical, implementation-focused perspective to her planning work. She designs structures that are not only tax-efficient, but also operable in real-world settings and resilient over time. Clients rely on her during pivotal moments, including pre-transaction planning, generational transitions, and the establishment of long-term wealth and governance strategies.
Amy serves as a central advisor to her clients, regularly coordinating with accountants, investment professionals, and family office teams to deliver integrated, multidisciplinary solutions. She is known for navigating complex family dynamics with discretion and clarity, and for building long-term relationships grounded in trust and sound judgment.