Private Wealth Law
High Net Worth Guide 2024 : Tennessee
Band 1
About
Provided by Holland & Knight LLP
Holland & Knight merged with Waller Lansden Dortch & Davis, LLP [Waller] in March 2023, providing Holland & Knight with a significant HNW practice in Tennessee.
Waller was known for its ability to solve unique and challenging problems and combines estate and gift expertise with in-depth expertise in multiple disciplines. These included partnership and limited liability company law; federal income tax planning; state and local taxes that can inhibit the use of family business and investment entities; private family trust company expertise; and expertise in litigation including family disputes and tax controversies.
Chambers Review
Holland & Knight acquired leading Tennessee firm Waller in 2023. Its private wealth team in Nashville offers comprehensive estate, gift and income tax planning services to clients. The firm has particular expertise in handling contentious family matters.
Strengths
Provided by Chambers
"They have provided very sophisticated advice to our firm and to our ultra high net worth and family office clients."
"They are top of the line. Their merger with Waller in Tennessee has improved their depth across all areas."
"They have provided very sophisticated advice to our firm and to our ultra high net worth and family office clients."
"They are top of the line. Their merger with Waller in Tennessee has improved their depth across all areas."
Notable Practitioners
Michael Yopp is an esteemed professional in the Tennessee private wealth market. Yopp's experience allows him to advise clients on the strategy and implementation of a range of tax issues.
"His knowledge and experience given all he has seen through his career is very helpful. Mike is a good communicator and he is quick to involve others in his team when different expertise is needed."
"Mike is good with complex tax strategies."
Bryan Howard recently joined Holland & Knight in Nashville from Howard, Mobley, Hayes & Gontarek. Howard assists clients across a range of private wealth verticals. Wealth transfer strategy as well as tax reduction and asset protection planning make up his practice.
"He is an incredibly experienced practitioner and is a great resource addition to the Holland & Knight team."
"Bryan is very good with estate planning and estate matters."
Aaron Flinn advises high net worth clients on matters relating to the administration and restructuring of trusts, as well as estate and tax planning cases.
"He is very responsive and excellent to work with. He definitely has a very good understanding of Tennessee trust law and private trust company statute."
"Aaron has helped our firm and clients execute some very impressive and innovative planning strategies."
Ranked Individuals at
Holland & Knight LLP
Tennessee
Members
Provided by Holland & Knight LLP
Industries
Provided by Holland & Knight LLP
entrepreneurs, private trust companies, LLCs,