DEPARTMENT PROFILE

Holland & Knight LLP

Private Wealth Law

4 ranked individuals

Band 1

Florida

High Net Worth 2021 View ranking table

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Ranked Individuals

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Holland & Knight is praised by sources for the quality of its private wealth attorneys. One interviewee says that "they have some excellent estate planners" and another source notes that "the attorneys are professional and experts in their fields."

A further source says that "they are one of the best firms in the US to go to for tax planning advice. They are very good at advising high net worth clients, they really understand things and they understand clients' goals and objectives."

Notable practitioners

Christopher Boyett co-chairs the firm's national private wealth practice. "He is a very good team player," a source says, "he is collaborative and super responsive." Another interviewee reports that "he is very good on both the domestic and international side." Boyett advises wealthy families on estate planning and family businesses on succession planning.

Edward Koren has considerable expertise in advising high net worth clients on their estate planning. A source enthuses: "He is always outstanding, he is very, very competent, he is creative in coming up with ideas and is always great to work with."

Kevin Packman advises domestic and international high net worth clients on trusts and estate planning. He also has considerable experience in dealing with tax planning and tax controversies. A source says: "He is very effective, he is very organised and very thorough. He is also very detail-oriented."

Stewart Kasner has particular expertise advising on international estate and tax planning. He also has experience dealing with offshore trusts. Sources note that "he is really technical" and "an excellent lawyer."

Department Information

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Overview

Holland & Knight has the largest private wealth practice in the United States and represents clients throughout the United States, Latin America and the UK. Our clients include family offices; global, ultra-high net worth individuals and families; U.S residents with international assets; serial entrepreneurs; pro sports team owners; entertainers; financial institutions; and charitable organizations.

Lawyers in our eight Florida offices assist clients with the following:

business succession planning
charitable gift planning, philanthropy and tax-exempt status
closely held businesses: private company assets, business transitions and succession planning
domestic and international estate and tax planning and estate administration
family office structuring and administration
insurance planning
IRS audits, investigation, appeals and litigation
pre-immigration planning
pre- and post-nuptial agreements
private wealth disputes
sophisticated trusts with U.S. and non U.S-based investments
wealth transfer and preservation strategies