Department profile
Holland & Knight LLP

Private Wealth Law

High Net Worth Guide 2025 : Massachusetts


Holland & Knight LLP

Rankings

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

Industries (5)

  • Private clients
  • Family offices
  • Financial institutions
  • Trustees
  • Private equity principals

Chambers Review

Provided by Chambers

Private Wealth Law - Massachusetts

Band 1

Band 1


What the Team is Known For

Holland & Knight has a nationally renowned private wealth planning practice which is highly rated in Massachusetts. Its attorneys also represent high net worth clients in high value trust and estate disputes.

Strengths

Provided by Chambers

  • The Holland & Knight team is thorough, proactive and has subject matter expertise. They have always been able to assist us with any matter that has arisen.

    Private Wealth Law respondentHigh Net Worth
  • The team's experience, training and bedside manner were all in the top percentile of my experience.

    Private Wealth Law respondentHigh Net Worth
  • The attorneys at Holland & Knight are not just good litigators but have a depth of knowledge in the subject matter of trusts and estates.

    Private Wealth Law respondentHigh Net Worth
  • They are definitely my go-to for private wealth disputes in Massachusetts.

    Private Wealth Law respondentHigh Net Worth
  • Every member of the Holland & Knight office is talented and dedicated to a high level of service.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Band 1David Scott Sloan
    Band 1David Scott Sloan

    David Scott Sloan

    David Scott Sloan advises high net worth individuals on tax planning matters. David is also the co-chair of Holland & Knight's global private wealth services practice group.

    • David Sloan is the top in his field. I highly recommend him.

      Private Wealth Law respondentHigh Net Worth
  • Band 1Mark E. Swirbalus
    Band 1Mark E. Swirbalus

    Mark E. Swirbalus

    Mark Swirbalus is well known in the Massachusetts legal community for probate litigation work. His practice also focuses on trust and estate disputes and his work is often multi-jurisdictional, particularly across Massachusetts and New York.

    • Mark is great. He is sharp and has good insights into strategy. He is also always very responsive and very helpful.

      Private Wealth Law respondentHigh Net Worth
    • Mark Swirbalus is super smart and has a great demeanour.

      Private Wealth Law respondentHigh Net Worth
    • Mark has a very good eye on how to work through and negotiate contentious issues. He keeps the focus on what is important.

      Private Wealth Law respondentHigh Net Worth
    • Mark is the best fiduciary litigator in the country. He is simply superb in every category.

      Private Wealth Law respondentHigh Net Worth
  • Band 1Shari Levitan
    Band 1Shari Levitan

    Shari Levitan

    Shari Levitan is a partner at the firm and advises high net worth clients on trusts, estates and business succession planning. Levitan also chairs Holland & Knight's New England private wealth services group.

    • Shari is very good at negotiating with the other side. She is reasonable but firm and can get good results for a mutual resolution. She has helped us on many complex issues.

      Private Wealth Law respondentHigh Net Worth
    • Shari presents well, she is smart and she is a good writer.

      Private Wealth Law respondentHigh Net Worth
    • Shari brings a technical expertise and depth of experience that is unparalleled.

      Private Wealth Law respondentHigh Net Worth
  • Band 2Marshall D. Senterfitt
    Band 2Marshall D. Senterfitt

    Marshall D. Senterfitt

    Marshall Senterfitt provides litigation services in trust and estate disputes for high net worth clients. He also offers advice to beneficiaries and trustees on sophisticated trust and estate matters.

    • Marshall is intelligent, thoughtful and always does what is best for the client in the particular situation.

      Private Wealth Law respondentHigh Net Worth
    • Marshall has an incredible ability to follow up. He is extremely organised.

      Private Wealth Law respondentHigh Net Worth
    • Marshall is an exceptional attorney. I am confident in his abilities to effectively represent me.

      Private Wealth Law respondentHigh Net Worth
  • Band 4Liam Crane
    Band 4Liam Crane

    Liam Crane

    Liam Crane handles a broad range of trusts and estates issues including domestic and international planning, establishing family offices and foundations.
    • Liam is a talented attorney advising on sophisticated planning with a thoughtful and holistic approach.

      Private Wealth Law respondentHigh Net Worth
    • We are tremendously pleased and fortunate to have chosen Liam Crane to guide the client's planning and execution.

      Private Wealth Law respondentHigh Net Worth
  • Band 4Meredeth Beers
    Band 4Meredeth Beers

    Meredeth Beers

    Meredeth Beers' practice involves advising high net worth clients on trust and estate planning and administration in addition to sophisticated tax matters.

Ranked Individuals at Holland & Knight LLP (6)

Massachusetts

Members

Provided by Holland & Knight LLP

Holland & Knight LLP has rankings in the following guides

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