Private Clients and Wealth Management

The Private Clients and Wealth Management Practice Group at our firm is dedicated to providing tailored legal solutions for high-net-worth individuals and families. We understand the importance of protecting and growing your wealth across generations. We advise on a comprehensive range of wealth management matters, including:

  • Estate planning and asset protection: We create comprehensive estate plans that minimize estate taxes and ensure the smooth transfer of your wealth to your beneficiaries. These plans can include wills, trusts, powers of attorney, and beneficiary designations.
  • Trust and estate administration: We provide guidance and assistance throughout the trust and estate administration process, ensuring your wishes are carried out efficiently and accurately.
  • Tax planning and compliance: We develop tax-efficient strategies to minimize your tax burden and maximize your after-tax wealth. This can include strategies for income tax, capital gains tax, and estate tax.
  • Philanthropy and charitable giving: We advise on structuring charitable gifts to maximize your philanthropic impact while minimizing tax implications. We can help you establish charitable foundations or donor-advised funds.
  • Business succession planning: We help you develop a comprehensive plan for transitioning your business ownership to future generations. This can involve creating buy-sell agreements, family limited partnerships, or other succession planning tools.
  • Family law: We provide legal advice on matters such as prenuptial agreements, postnuptial agreements, guardianships, and child custody arrangements.

Our team of experienced professionals understands the unique needs and challenges of high-net-worth individuals and families. We offer personalized legal services designed to protect your assets, grow your wealth, and achieve your long-term financial goals.