Department profile
Holland & Knight LLP

Private Wealth Law

High Net Worth Guide 2025 : USA - Nationwide

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Holland & Knight LLP

Rankings

Chambers Review

Provided by Chambers

Private Wealth Law - USA - Nationwide

Band 2

What the Team is Known For

Holland & Knight has a nationally recognised trusts and estates practice. The team advises prominent high net worth individuals and their families on a range of wealth planning matters including estate and trust matters and tax planning.

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Strengths

Provided by Chambers

  • I have never seen any firm with this kind of depth of talent and ability in every area.

    Private Wealth Law respondentHigh Net Worth

  • Holland & Knight has a very large national practice. It has so many offices, so you can get local expertise. Its scale is really powerful.

    Private Wealth Law respondentHigh Net Worth

  • Holland & Knight’s collaborative approach and ability to leverage specialised knowledge from across the firm ensures complex and sophisticated issues are handled efficiently and effectively.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Edward Koren
    Edward Koren

    Edward Koren

    Edward Koren is well recognised across the country for his considerable experience advising high net worth clients on their wealth planning.
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  • Joshua Husbands
    Joshua Husbands

    Joshua Husbands

    Joshua Husbands is based in the firm's Portland office and advises on a range of matters including estate planning, business succession and philanthropic giving. He has particular expertise in advising on life insurance-related matters.

    • Joshua Husbands is sophisticated, but he is also able to explain complex concepts in a relatable and understandable way, which is priceless.

      Private Wealth Law respondentHigh Net Worth
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  • Vivian L. Thoreen
    Vivian L. Thoreen

    Vivian L. Thoreen

    Vivian Thoreen chairs Holland & Knight's national private wealth services dispute resolution team and represents high net worth clients in trust disputes as well as contested conservatorship and guardianship matters.

    • Vivian Thoreen is a great litigator. She is really aggressive, smart and practical.

      Private Wealth Law respondentHigh Net Worth

    • Vivian is a strong litigator with outstanding courtroom presence. She is also a confident, creative problem-solver, which is something that very few attorneys are.

      Private Wealth Law respondentHigh Net Worth

    • Vivian Thoreen is amazing. She is a thought leader in the space and a tenacious litigator.

      Private Wealth Law respondentHigh Net Worth
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  • Christopher W Boyett
    Christopher W Boyett

    Christopher W Boyett

    Christopher Boyett is co-chair of the firm's national private wealth practice and advises wealthy individuals, their families and businesses on estate planning and business succession. Boyett also advises on estate and trust administration.

    • Christopher is a fantastic international tax lawyer. He is very, very smart and really practising at a high level.

      Private Wealth Law respondentHigh Net Worth

    • Christopher Boyett is terrific. He has tremendous judgement.

      Private Wealth Law respondentHigh Net Worth
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  • David Scott Sloan
    David Scott Sloan

    David Scott Sloan

    David Scott Sloan is based in Boston and advises on a range of wealth planning matters. He advises on business succession planning, philanthropic giving and tax matters. Sloan co-chairs the firm's global private wealth practice.

    • David has helped us with some of our most sophisticated clients. He has significant experience with most situations. He is a great attorney and easy to work with.

      Private Wealth Law respondentHigh Net Worth
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  • Shari Levitan
    Shari Levitan

    Shari Levitan

    Shari Levitan advises ultra-high net worth clients on business succession and tax planning matters. Her clients include domestic and international wealthy individuals, and individual and institutional trustees.

    • Shair Levitan has a very fine mind. She has lovely client skills and a very practical approach.

      Private Wealth Law respondentHigh Net Worth

    • Shari has a great ability to connect with clients and provide them the comfort they need.

      Private Wealth Law respondentHigh Net Worth

    • Shari has a very matter-of-fact way of explaining difficult issues which is an asset in both her negotiations and when communicating with clients.

      Private Wealth Law respondentHigh Net Worth
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Ranked Individuals at Holland & Knight LLP (7)

USA - Nationwide

Members

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