Department profile
Holland & Knight LLP

Private Wealth Law

High Net Worth Guide 2026 : Massachusetts

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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

What the Team is Known For

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

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Strengths

Provided by Chambers

  • Holland & Knight has deep expertise, great client service and personable and friendly attorneys and paralegals. They are also extremely proactive about reaching out when issues arise.

    Private Wealth Law respondentHigh Net Worth

  • The lawyers have always impressed with their knowledge of complex issues and their high level of sophistication in handling matters.

    Private Wealth Law respondentHigh Net Worth

  • The firm has a good bench of highly capable trust and estates attorneys who can provide sophisticated advice with respect to tax, international matters and complex assets.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • David Scott Sloan
    David 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 is a senior partner with substantial depth and breadth of practice experience. He counsels on a range of tax, estate, business and family entity planning matters and has excellent judgement. He quickly understands the issues at stake and is able to help find solutions that are both practical and efficient.

      Private Wealth Law respondentHigh Net Worth

    • David is the best attorney I have worked with. He is the smartest guy in the room.

      Private Wealth Law respondentHigh Net Worth
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  • Mark E. Swirbalus
    Mark 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 an outstanding litigator who is easy to work with. He listens to other's suggestions, and I highly recommend him.

      Private Wealth Law respondentHigh Net Worth

    • Mark is an excellent litigator who is very knowledgeable about trusts and estates. He is able to represent his clients well.

      Private Wealth Law respondentHigh Net Worth

    • Mark is a capable litigator in complex matters and is a great advocate for his clients in high-end cases.

      Private Wealth Law respondentHigh Net Worth
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  • Marshall D. Senterfitt
    Marshall 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 evidently incredibly intelligent and a big name in the field.

      Private Wealth Law respondentHigh Net Worth

    • Marshall is easy to communicate and discuss legal issues with. I highly recommend working with him.

      Private Wealth Law respondentHigh Net Worth

    • Marshall is very impressive. He is intelligent, analytical and very impressive in communicating with others.

      Private Wealth Law respondentHigh Net Worth
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  • Shari Levitan
    Shari 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 one of the best.

      Private Wealth Law respondentHigh Net Worth

    • Shari is fantastic.

      Private Wealth Law respondentHigh Net Worth

    • Shari Levitan is the epitome of someone who provides high-level client service at all times. Her level of sophistication in the area of estate and trust is exceptional, as is her commercial awareness and vision – she is always looking ahead.

      Private Wealth Law respondentHigh Net Worth
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  • Liam Crane
    Liam Crane

    Liam Crane

    Liam Crane handles a broad range of trusts and estates issues including domestic and international planning,and establishing family offices and foundations.

    • Liam is extremely knowledgeable and thoughtful in his advice.

      Private Wealth Law respondentHigh Net Worth

    • Liam has a very good head on his shoulders, is collaborative and works well with outside trustees and client advisers.

      Private Wealth Law respondentHigh Net Worth

    • Liam is professional, skilled and a pleasure to work with.

      Private Wealth Law respondentHigh Net Worth
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Ranked Individuals at Holland & Knight LLP (5)

Massachusetts

Members

Provided by Holland & Knight LLP

Holland & Knight LLP has rankings in the following guides

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