About

Provided by Holland & Knight LLP

Lawyers in the Boston office assist Ultra High Net Worth clients in all areas of wealth succession planning, including wealth transfer and preservation strategies as well as philanthropy. The group works with individuals, closely held businesses and family offices, and also represents trustees in fiduciary disputes. 

Particular strengths of the Holland & Knight team in Massachusetts include:

  • General counsel to wealthy individuals, their families and their businesses
  • Special planning for private equity, venture capital and hedge fund principals
  • Sophisticated planning for executives of public companies and entrepreneurs
  • Family investment entities
  • Pre-liquidity estate planning and administration
  • International estate, business and tax planning
  • Complex structures for high-net-worth families
  • Practical trust dispute resolution strategy and counseling
  • Donor and fiduciary incapacity
  • Representation of fiduciaries in dispute resolution
  • Family office services
  • Prenuptial and postnuptial agreements, and tax planning in connection with divorce

Ranked Individuals at
Holland & Knight LLP

Provided by Chambers
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Band

Massachusetts

Private Wealth Disputes

Mark E. Swirbalus
1
Mark E. Swirbalus
1
Band 1
Marshall D. Senterfitt
2
Marshall D. Senterfitt
2
Band 2
Private Wealth Law

David Scott Sloan
1
David Scott Sloan
1
Band 1
Shari Levitan
1
Shari Levitan
Head of Private Wealth Law
1
Band 1
Liam Crane
4
Liam Crane
4
Band 4
Meredeth Beers
4
Meredeth Beers
4
Band 4

Members

Provided by Holland & Knight LLP

Industries

Provided by Holland & Knight LLP

Family offices

Financial institutions

Private clients

Private equity principals

Trustees