Kozusko Harris Duncan

Our firm is designed to meet the needs of individuals and families with significant financial capital who count on us for tailored advice and solutions. By taking an integrated approach, we develop planning that does more than save taxes. We help our clients identify and manage risks - whether tax, business, regulatory or family disputes - and plan for and protect their legacy. Our enduring relationships enable us to become the client’s institutional memory and provide advice in an efficient manner, because we develop a deep understanding of our clients’ values and motivations.

We have customized our practice areas to focus on private clients rather than public companies. Yet our integrated advice goes well beyond the scope of a boutique private client firm. We simply do not follow a traditional law firm business model.

We are known for having expertise in income and transfer tax planning and controversies, international structures for multinational families, trust and family governance, asset management platforms, family office securities law, private and commercial trust company design and regulation, financial services law relating to boutique wealth management firms, charitable and other nonprofit organizations, business succession, and significant transactions involving family businesses and legacy investments.

Our advice is strong, deep, and exclusively in the best interest of our clients.

Our advice is stress-tested because our lawyers have substantial experience with resolving disputes, managing litigation and responding to administrative proceedings. Our advice fits common sense needs for integrated advice because our lawyers are also trust, business and financial services lawyers.

Most of our work comes from a limited number of ongoing, long-term relationships with families with significant net worth. We are often called as well to address a specific objective in collaboration with a family’s existing counsel. The remainder of our work comes from domestic and international financial institutions (banks, trust companies, accounting firms, law firms, and wealth management firms), many of which are long-standing relationships.

Clients value KHD’s top-tier technical acumen, but they stay with us through the years and decades because we put people at the center of our work. We listen, learn, create, advise, and help our clients manage for the long term.