Ranked in 2 Practice Areas
1

Band 1

Private Wealth Law

Massachusetts

9 Years Ranked

4

Band 4

Private Wealth Law: Eastern Region

USA - Nationwide

2 Years Ranked

About

Provided by David Scott Sloan

High Net Worth

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

Provided by Chambers

High Net Worth

Private Wealth Law - Massachusetts
1
Band 1

David Scott Sloan advises high net worth individuals on tax planning matters.


Private Wealth Law: Eastern Region - USA - Nationwide
4
Band 4

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

Articles, highlights and press releases

1 item provided by Holland & Knight LLP

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