Dentons Rodyk & Davidson LLP

Families passing significant assets to the next generation want expert advice so they can feel confident about the security and ultimate disposition of their assets. Financial institutions handling estates of clients need expert, confidential legal advice as to avoiding, or handling, disputes.

These are among the situations in which the Dentons Rodyk's Trusts, Estates and Wealth Preservation Group excels. Leverage our significant expertise in estate and trust planning, asset protection, tax planning, succession planning, wills, trusts, estate and trust administration, charitable giving, pre-nuptial, post-nuptial and other domestic agreements, fiduciary accounting, estate and trust-related litigation and powers of attorney.

The personal nature of this work demands much more: you need a seasoned advisor dedicated to the security of your finances now and well into the future. You need a confidante and advocate, someone to whom you can talk and whom you can trust implicitly, someone who will be available to you in emergencies. We can deliver on all these aspects, locally as well as around the world and across legal disciplines: one call does it all, whether planning an estate or dealing with estates and trusts post death. You can place your confidence in the lawyers at Dentons Rodyk.

Benefit from a full range of sophisticated legal, tax and financial planning advice to meet your personal goals. We focus on our clients' and their intended beneficiaries' long-term financial and estate planning requirements, as well as addressing more immediate personal, financial, or estate or trust-related matters. We assist executors and trustees in the administration of complex estates and trusts. Dentons Rodyk also stands ready to handle estate and trust-related litigation, working with our host of experienced litigators when appropriate.

Dentons Rodyk’s Family Office and High Net Worth (DFO) sector provides a unique depth and breadth of knowledge and experience, as well as an unsurpassed network of relationships across the globe to connect similar families and service providers. To address the needs of our clients, we take a holistic approach to the personal, business, legal and regulatory issues impacting each unique family enterprise.We have intimate, long-standing relationships with most of our clients, providing us with comprehensive knowledge of their specific values and objectives. As a result, many of our clients do not view us as just their lawyers.With each family enterprise, we use our extensive experience to go beyond being mere legal advisors—we become integral value-added members of our clients’ advisory teams.We invest in each new client relationship to build and earn their trust to achieve this outcome.

The practice is also a thought leader in the industry. They have been approached by authorities for their views on proposed law reforms and have been engaged by industry bodies to make representations to the authorities on pressure points faced by the industry and to propose solutions and amendments to the legislation.

As part of our holistic suite of services, our partners assist and counsel our clients in matters such as:

• Security and Privacy (Personal and Cyber)
• Individual, Corporate and Partnership Taxation
• Trusts, Estates and Wealth Preservation
• Real Estate (including Hotels and Leisure Assets)
• Aircraft
• Regulatory
• Employment and Immigration
• Public and Private Investments
• Philanthropy
• Family Office Structures and Governance Matters
• Dispute Resolution
• Divorce and Child Custody

Our representation of family office and ultra-high-net-worth individuals spans six continents, and we are actively engaged with our clients in their local communities as well as their national and international matters using our unequalled global footprint.Dentons’ truly full-service global team helps our clients navigate matters in diverse jurisdictions around the world, as demanded in today’s international market place. Depending on the needs of each client’s situation, we create a “team of teams” to include those lawyers from among our many practice areas and/or locations to provide the needed expertise. To better serve the needs of our clients, we have even assumed the roles of outside general counsel and chief security officer for some of our family office clients.We bring to each situation a value-oriented philosophy and an innovative approach which is always viewed from the unique perspective of each client’s personal and business objectives.

For some of our clients, we also provide services at the intersection of asset protection and family law, including: valuation and protection of heritage assets; pre- and post-nuptial, civil partnership, cohabitation and other domestic agreements; divorce (alimony, division of marital estate, child support); paternity suits; and arrangements for children with complex needs.

When it comes to disputes, our team relies on a strong dispute resolution team of over 70 lawyers providing support for contentious matters involving trusts, wealth distributions, estates, business succession, probate, matrimonial and mental capacity. The team is adept at deploying various alternative dispute resolution methods to achieve successful outcomes for our clients’ disputes.

Our team is thus a total solutions provider for each of our clients, whether they concern transactional or contentious or other aspects.