Private Wealth

Private wealth services is a marquee practice of the firm. Wealthy individuals and their families rely on our leading-edge counsel to preserve wealth, structure multigenerational businesses, and implement strategies to address all aspects of tax, wealth transfer and succession planning. Our experience gives us unique insights into the multiple facets of tax planning, family business succession and wealth transfer not available elsewhere.

Our stewardship of private wealth combines practical, solution-oriented legal counsel with an ongoing commitment to client service in the following key areas:

Wealth Planning, Family Counseling and Estate Administration

As trusted legal advisors, our estate planning and tax attorneys provide coordinated fiduciary planning and counsel based on our strong experience in wealth preservation and tax minimization. Having advised many of the wealthiest families in the United States and abroad on generational structures and wealth preservation gives us the knowledge and experience to guide clients throughout their lives in the seamless transition of their wealth and businesses to future generations, and to handle the complexities of probate and estate administration.

Trust, Estate & Gift Tax Planning

We have a well-earned reputation for finding favorable tax solutions to complex estate planning issues for high net worth families and their businesses. Our strengths include administrating trusts, preparing estate tax and fiduciary tax returns, and advising on international estate planning matters. We are proud of our open and collaborative environment, which allows us to draw upon resources in our private wealth, tax and transactional practices to meet our clients trust, estate, fiduciary income tax, and gift tax planning needs.

Family Office Services

Helping prominent families manage their investment, lifestyle and business needs through family offices has been a core service of our firm for more than 30 years. We work with families to understand their individual needs and long-term goals, to help manage wealth and to plan for life’s milestones. The successful management and administration our clients’ family offices through several generations attests to our strengths as trusted legal and business advisors.