Never one to walk away from a challenge, the Bridgehampton-based attorney (Adam Miller) decided to tailor his personalized brand of service to the times instead of just waiting out the bottom of the market, or worse yet, returning to the grind at a big city firm.

So with the help of a “kindred spirit,” retired tax attorney Norman Altman, Mr. Miller decided to add the title of consultant to his shingle. Mr. Miller and Mr. Altman co-founded TaxWise Planning, which is affiliated with the Adam Miller Group, but operates as a separate entity. The business offers estate-planning services and charitable tax planning to individuals and planned giving services to the not-for-profit community.

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