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High Net Worth Guide 2022

Ranked in 2 Practice Areas

About

Provided by David Scott Sloan

Practice Areas

Wealth Planning and Preservation, Tax, Family Offices, Private Companies, Private Equity, Venture Capital and Emerging Companies, Closely Held Business Disputes, Private Wealth Services

Career

David Scott Sloan co-chairs Holland & Knight’s Global Private Wealth practice. Mr. Sloan serves as general counsel to wealthy individuals, their families and their businesses. He works closely with clients throughout the United States to design and implement sophisticated strategies integral to family wealth planning. High-net-worth individuals, including principals of private equity, venture capital and hedge fund firms, private and public company executives, real estate developers, entrepreneurs and business owners, turn to him for advice and counsel in all aspects of wealth transfer strategies, income and transfer tax planning, philanthropy and business succession.

Mr. Sloan has published numerous articles and has been quoted in several publications, including The Wall Street Journal, Bloomberg, Business Week, The New York Times, Fortune Magazine, Financial Planning Magazine, The Boston Business Journal, Private Wealth Management and the New York Law Journal.

Professional Memberships

American College of Trust and Estate Counsel, Fellow; Massachusetts State Committee, Member

Personal

The Best Lawyers in America guide, Tax Law, 2005-2011; Trusts and Estates, 2005-2022;Chambers High Net Worth guide, Private Wealth Law: Massachusetts, Eastern Region USA, 2016-2021

Chambers Review

Provided by Chambers

High Net Worth

Private Wealth Law - Massachusetts
1
Band 1

David Scott Sloan is "simply the best," says a source; "he's trustworthy and great adviser." He advises high net worth individuals on tax planning matters. Another source adds: "David is an exceptional lawyer who has a strong command of complex, multifaceted issues. He's practical, sensible, and an absolute pleasure to work with."


Private Wealth Law: Eastern Region - USA
3
Band 3

David Scott Sloan is based in Boston and advises on a range of wealth planning matters. He advises on business succession planning, philanthropic giving and tax matters. Sloan co-chairs the firm's global private wealth practice.

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