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About
Provided by David Scott Sloan
Practice Areas
Wealth Planning and Preservation, Family Offices, Private Companies, Private Equity, Venture Capital and Emerging Companies, Equine Law, Tax
Career
David Scott Sloan co-chairs Holland & Knight’s Global Private Wealth practice. Mr. Sloan serves as general counsel to wealthy individuals, their Family Offices 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
Personal
Trustee, Berklee College of Music; Immediate Past Chair, The Boston Conservatory Board of Trustees; Trustee, Bellforge Arts Center; The Best Lawyers in America guide, Tax Law, 2005-2024; Trusts and Estates, 2005-2024; Chambers High Net Worth guide, Private Wealth Law: Massachusetts, Eastern Region USA, 2016-2024
Chambers Review
High Net Worth
David Scott Sloan advises high net worth individuals on tax planning matters.
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.
Strengths
Provided by Chambers
"David is a top legal professional, nationally serving ultra high net worth clients."
"David is an excellent lawyer and does complicated work."
"David is an excellent lawyer and does complicated work."
"David is a top legal professional, nationally serving ultra high net worth clients."
"David is an excellent lawyer and does complicated work."
"David is an excellent lawyer and does complicated work."
Articles, highlights and press releases
1 item provided by Holland & Knight LLP
Twenty-Five Holland & Knight Attorneys Named Top Private Wealth Advisers by Chambers High Net Worth
Twenty-five Holland & Knight attorneys have been named leading advisers to wealthy individuals and families in the Chambers High Net Worth 2023 guide.
Twenty-Five Holland & Knight Attorneys Named Top Private Wealth Advisers by Chambers High Net Worth
Twenty-five Holland & Knight attorneys have been named leading advisers to wealthy individuals and families in the Chambers High Net Worth 2023 guide.