Private Wealth Law: Mid-Market

Sullivan’s Private Clients/Trusts & Estates Group provides sophisticated advice and services addressing the full range of estate and transfer tax planning, estate and trust administration and fiduciary litigation. We work with high net worth individuals, families, family offices and corporate fiduciaries, helping them navigate today’s complex and global environment. We leverage our deep understanding of transfer tax laws and our decades of practical experience to help our clients proactively plan for the future, building estate plans tailored to minimize taxes while achieving clients’ important non-tax objectives. We work with clients to strategically implement wealth transfer strategies designed to limit the impact of estate, gift and generation-skipping transfer taxes, helping preserve, grow and manage wealth from generation to generation. Many clients also turn to us for help achieving their philanthropic goals and for premarital planning. We maintain close, personal relationships with our clients and focus on understanding their unique circumstances and priorities. Clients also benefit from direct access to our renowned tax department and the cross-disciplinary resources of a full-service international law firm.