Firm Profile

Holland & Knight LLP

High Net Worth Guide 2024

Ranked departments
Ranked individuals
High Net Worth

Holland & Knight LLP

Holland & Knight LLP

Share profile

About

Provided by Holland & Knight LLP
High Net Worth

Chair and Chief Operating Officer: Robert Grammig

Managing Partner: David Whitestone

Deputy Managing Partner: Tiffani Lee

Number of Partners: 1,133

Number of Lawyers: 2,131

U.S. Offices: 29

International Offices: 5


Firm Overview:

Holland & Knight has one of the largest private wealth practices in the United States and assists high-net-worth clients to attain and maintain their financial and wealth planning goals through sophisticated wealth transfer arrangements. High-net-worth individuals, private equity principals, substantial closely held and family businesses, family offices, charitable organizations, educational institutions, banks and trust companies are among its clients. The firm also handles a significant amount of complex probate, elder abuse and fiduciary misconduct litigation to trial and appeal. Purchases and sales of aircraft and yachts, art finance and virtual currency also are among its services.

Main Areas of Practice:

Wealth Planning and Preservation

43 partners, 19 other fee earners in the USA; 1 in Mexico

Holland & Knight's Private Wealth Services lawyers assist high-net-worth clients to attain and maintain their financial and wealth planning goals through sophisticated wealth transfer arrangements.

Every comprehensive lifetime wealth transfer plan we develop involves an iterative process that includes continual attention and adaptation to help ensure that it remains responsive to changes in your current situation and future goals. As wealth, family circumstances and laws change, so must the plan. Therefore, we work with clients over the course of their lifetime, in collaboration with their other professional advisors, to help them reach and maintain their goals and preserve their family heritage. Our estate planning attorneys offer counsel on wealth transfer planning techniques such as:

·cutting-edge lifetime gift programs, including multigenerational planning

·sophisticated charitable planning

·private foundations

·life insurance planning, including irrevocable life insurance trusts and split dollar arrangements


Contact: David Scott Sloan

Tel: +1.617.573.5803

Email: [email protected]

Contact: Christopher Boyett

Tel: +1.305.789.7790

Email: [email protected]

Contact: Stacie Nelson

Tel: +1.415.743.6936

Email: [email protected]

Trusts, Estates and Fiduciary Litigation

35 partners, 11 other fee earners in the USA

Holland & Knight's Trusts, Estates and Fiduciary Litigation Team is composed of seasoned trial lawyers who practice before state and federal courts, including probate and tax courts. We handle all types of trust and estate litigation, including will contests, breaches of fiduciary duty, removal of trustees, reformation of instruments, elder abuse, and other contests based on allegations of lack of capacity and undue influence.

Hundreds of trials have taught us what positions win and lose in court. Our understanding of what influences favorable outcomes in litigation helps us proactively resolve disputes and reduce the risks of lawsuits for clients who consult us in the review and planning processes.

Fiduciaries also retain us to review their best practices and policies to avoid litigation. We measure their practices against our own litigation experience as well as national standards. Attention to the latest case law and best practices, appropriate planning and periodic review are the most effective ways for clients to reduce their exposure to expensive litigation.

Contact: Vivian Thoreen

Tel: +1.213.896.2482

Email: [email protected]

Ranked Offices

Provided by Holland & Knight LLP

USA - Head office
Mexico
  • Mexico City
    Paseo de la Reforma No. 342 Piso 28, Col. Juárez, Del. Cuauhtémoc, Mexico City, Ciudad de México, Mexico, 06600
    View ranked office
UK
  • London
    Leaf 27C, Tower 42, 25 Old Broad Street, London, Greater London, UK, EC2N 1HQ
    View ranked office
USA
  • Boston
    10 St. James Avenue, 11th Floor, Boston, Massachusetts, USA, MA 02116
    View ranked office
    Dallas
    One Arts Plaza 1722 Routh Street Suite 1500 , Dallas, Texas, USA, TX 75201
    View ranked office
    Los Angeles
    400 South Hope Street, 8th Floor, Los Angeles, California, USA, CA 90071
    View ranked office
    Nashville
    Nashville City Center 511 Union Street Suite 2700 , Nashville, Tennessee, USA, TN 37219
    View ranked office
    New York
    31 West 52nd Street, New York, New York, USA, NY 10019
    View ranked office
    Portland
    601 SW Second Ave Suite 1800 , Portland, Oregon, USA, OR 97204
    View ranked office
    San Francisco
    560 Mission St Suite 1900 , San Francisco, California, USA, CA 94105
    View ranked office
    Stamford
    One Stamford Plaza, 263 Tresser Boulevard, Suite 1400, Stamford, Connecticut, USA, CT 06901-3271
    View ranked office
    Tampa
    100 North Tampa Street, Suite 4100, Tampa, Florida, USA, FL 33602
    View ranked office
    Washington, DC
    800 17th Street, NW, Suite 1100, Washington, DC, District of Columbia, USA, 20006
    View ranked office

Contributions

Latest contributions provided by Holland & Knight LLP

Global Practice Guide
Barbara Martinez
Authored by
Barbara Martinez
Article • Oct 2024
Global Practice Guide
Daniel E Levisohn
William “Bill” Jackson
Olesya Bakar
Steven D Lear
Authored by
Daniel E Levisohn, William “Bill” Jackson, Olesya Bakar, Steven D Lear
Article • Sep 2024
Global Practice Guide
William “Bill” Jackson
Olesya Bakar
Steven D Lear
Daniel E Levisohn
Authored by
William “Bill” Jackson, Olesya Bakar, Steven D Lear, Daniel E Levisohn
Article • Sep 2024

All contributions provided by Holland & Knight LLP

Sort by - Most recent
Title and authorsContent typePublication dateMedia type
Space Law 2024 | USA | Trends and Developments
Authored by: Paul Stimers, Robert A. Friedman , Ronnie Rosen Zvi, Leighton T. Brown II
Global Practice Guide Jun 2024 Article
Space Law 2024 | USA | Law and Practice
Authored by: Paul Stimers, Robert A. Friedman , Ronnie Rosen Zvi, Leighton T. Brown II
Global Practice Guide Jun 2024 Article
Tax Controversy 2024 | Colombia | Law and Practice
Authored by: Juan Camilo Riveira, Daniela Morales Numa, José Alejandro Vivas, Gustavo Pardo Ardila
Global Practice Guide May 2024 Article
Tax Controversy 2024 | Colombia | Trends and Developments
Authored by: Juan Carlos Valencia, Rafael Lafont
Global Practice Guide May 2024 Article
Environmental Law 2023 | Colombia | Law and Practice
Authored by: José Zapata
Global Practice Guide Nov 2023 Article
International Trade 2024 | USA | Trends and Developments
Authored by: Antonia Tzinova, Robert A Friedman, Andrew K McAllister, Marina O’Brien
Global Practice Guide Nov 2023 Article

Holland & Knight LLP rankings

High Net Worth Guide 2024
Filter by
Band
California
Private Wealth Disputes
1 Department
2 Ranked Lawyers
Department
Private Wealth Disputes
1
Private Wealth Disputes
1
Band 1
Lawyers
Vivian L. Thoreen
1
Vivian L. Thoreen
1
Band 1
Stacie Polashuk Nelson
2
Stacie Polashuk Nelson
2
Band 2
Connecticut
Private Wealth Law
1 Ranked Lawyer
Lawyers
David Thal
3
David Thal
3
Band 3
Florida
Private Wealth Disputes
1 Department
2 Ranked Lawyers
Department
Private Wealth Disputes
2
Private Wealth Disputes
2
Band 2
Lawyers
Dominic Kouffman
2
Dominic Kouffman
2
Band 2
2
Robert Lang
2
Band 2
Private Wealth Law
1 Department
5 Ranked Lawyers
Department
Private Wealth Law
1
Private Wealth Law
1
Band 1
Lawyers
Christopher W Boyett
1
Christopher W Boyett
1
Band 1
Edward Koren
1
Edward Koren
1
Band 1
Kevin Packman
2
Kevin Packman
2
Band 2
Stewart L Kasner
3
Stewart L Kasner
3
Band 3
Sean Tevel
U
Sean Tevel
U
Up and Coming
Global-wide
Private Aircraft
1 Department
4 Ranked Lawyers
Department
Private Aircraft
1
Private Aircraft
1
Band 1
Lawyers
Juan Carlos Ferrer
1
Juan Carlos Ferrer
1
Band 1
John Hoover
2
John Hoover
2
Band 2
Robert Ricketts
2
Robert Ricketts
2
Band 2
Giles Cornwall
4
Giles Cornwall
4
Band 4
Massachusetts
Private Wealth Disputes
2 Ranked Lawyers
Lawyers
Mark E. Swirbalus
1
Mark E. Swirbalus
1
Band 1
Marshall D. Senterfitt
2
Marshall D. Senterfitt
2
Band 2
20 of 49 results

Articles, highlights and press releases

322 items provided by Holland & Knight LLP