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Smith, Anderson is a North Carolina firm with a strong reputation in this market. It offers private client services including tax issues, trusts and estates matters, and work involving closely-held and family businesses.
One source says: "The firm offers a hands-on approach from experienced attorneys. They are highly recognised in the community, thus they strive to ensure each client is extremely satisfied. I have and will continue to recommend the firm to others."
Kimberly Quarles Swintosky is a respected private client lawyer. One source says: "Kim Swintosky is one of the best attorneys in North Carolina for family-owned and closely held family inheritance. She's focused on that, and really good at working with companies throughout their life cycle."
Donavon Munford advises clients on a range of private client matters, including estate and tax planning issues. He works with high net worth individuals, charities and businesses.
Walter Rogers regularly advises clients on high-value private client matters. One client says: "Walter was a great adviser and coach throughout the process, encouraging us to consider the long-term implications of our plans. He carefully presented pros and cons of alternatives under consideration, leading us to a plan we were completely comfortable implementing for our family."