Private Wealth Law

Family Wealth Report Awards Legal Team of the Year, 2021

Private wealth services is a marquee practice of the firm. Wealthy individuals and their families rely on our leading-edge counsel to preserve wealth, structure multigenerational businesses, and implement strategies to address all aspects of tax, wealth transfer and succession planning. Our experience gives us unique insights into the multiple facets of tax planning, family business succession and wealth transfer not available elsewhere.

Our stewardship of private wealth combines practical, solution-oriented legal counsel with an ongoing commitment to client service in the following key areas:

Wealth Planning

As trusted legal advisors, our estate planning and tax attorneys provide coordinated fiduciary planning and counsel based on our strong experience in wealth preservation and tax minimization. 

Trust, Estate & Gift Tax Planning

We have a well-earned reputation for finding favorable tax solutions to complex estate planning issues for high net worth families and their businesses. 

Family Office Services

Helping prominent families manage their investment, lifestyle and business needs through family offices has been a core service of our firm for more than 30 years.