Private Wealth Law

Hartzog Conger Cason’s Private Wealth practice delivers sophisticated counsel for high-net-worth individuals, families, fiduciaries and business owners with substantial personal, family and financial interests. The team helps clients preserve wealth, plan for succession, structure charitable giving and make consequential decisions with clarity, discretion and confidence.

The practice advises clients on estate and wealth transfer planning, family business succession, asset protection, tax-sensitive planning, probate avoidance, beneficiary designations, liquidity planning and the ownership and use of life insurance. Attorneys design wills, trusts, family limited liability companies, partnerships and corporations to protect assets, transfer wealth and support long-term family objectives.

Hartzog Conger Cason also counsels clients on private foundations, charitable trusts, donor-advised funds and other charitable giving strategies. In administration matters, the firm assists with lifetime trusts, post-death trusts and estates, fiduciary issues, estate and gift tax audits, will contests, disputed probate proceedings and trust litigation.

Clients trust Hartzog Conger Cason when private wealth matters require more than technical planning. The firm brings personable polished service, practical judgment and the perspective of a full-service law firm to complex issues where family dynamics, tax consequences, business continuity and legacy intersect.