The concerns of today’s closely held business owners and high-net-worth individuals are
global—both geographically and in the breadth of legal issues that require attention.
Such clients have assets, businesses and family members
located worldwide. Effective transfer and income tax planning is just the first step in
addressing the management and transmission of holdings that may include companies, real
estate, farms and ranches, marketable and non-marketable
investments, private aircraft, and artwork and other collectibles. Effective
implementation of philanthropic goals is also an important objective for many
individuals and families. More than ever, wealthy clients need personal
legal advisors who provide sophisticated counsel in a complex, dynamic environment, and
who offer direct access to the cross-disciplinary resources of a full-service law firm.
The lawyers and non-lawyer professionals in our Private Client & Wealth Management
practice have extensive experience providing creative, customized solutions to our
clients’ most sensitive and pressing needs. Our guidance
is multidimensional—we help clients make critical decisions that affect important
personal, business, tax, civic and charitable concerns.
We marshal and deploy the full resources of the Firm to develop and implement effective
financial, business and legal strategies. When disputes with family members, business
partners, or tax, regulatory and law enforcement
officials arise, we help clients achieve resolution through mediation, negotiated
settlements and, when necessary, litigation.
Our clients include US and international business owners, executives, families, family
offices, fiduciaries, private trust companies, closely held businesses, private equity
fund partners, and investment managers. We provide
counsel in a wide range of areas, including wealth transfer and generation-skipping
planning, business succession planning, representation of executors and trustees, and
private trust company structure, creation and operation.