Private Wealth Law

Harrison & Held advises high net worth individuals and families on a broad range of private client matters. The team has particular expertise handling trust and estate planning and administration, business succession and charitable planning.

Lawrence Brody "is nationally known as one of the top people in the profession," reports a source. He is highly regarded for his in-depth experience advising high net worth clients on estate planning, with one interviewee noting: "He is a leading light in the country in the area of estate planning with life insurance. He has a sterling reputation developed over decades." Another enthuses: "He is the best-known lawyer in the country on the estate planning aspects of life insurance; he invented that field."

Stephen Daiker regularly advises affluent clients on trust and estate planning and administration. A local source states: "He is top notch. He has an excellent skill set and he is very skilled with clients. He is one of the top around town."