High and ultra-high net-worth individuals and families — especially those with closely held or family-owned businesses — must navigate a host of complex interactions between personal and business concerns. Our private client team has the legal acumen, business savvy, and sensitivity needed to help you address family legal matters. We develop effective tax, trust, and estate-planning strategies that enable you to preserve wealth, minimize tax liabilities, resolve business succession issues, and achieve your charitable objectives.
Over decades of service, our attorneys have worked side by side with clients to prevent and resolve a broad range of legal, business, and financial challenges and maximize opportunities to protect and transfer assets across generations.
We provide counsel in the following areas:
- Family and domestic law. We offer clear, practical advice at every step, from advanced premarital planning to separation and divorce agreements, postnuptial and property settlements, child and spousal support, guardianships, conservatorships, and elder-law matters. When disputes arise, we understand that litigation involving your family and dependents can be daunting and we are committed to preparing a clear path toward your goals. Learn more about our Family & Domestic Law attorneys.
- Tax planning, compliance, and reporting. The business and personal choices you make today can have significant, long-term effects on future tax obligations and wealth creation. We help you get ahead of emerging and newly enacted tax legislation, create charitable gift plans, and ensure compliance with relevant federal and state tax laws and agency guidance. Learn more about our team of Tax attorneys.
- Trust and estate administration and planning. To protect wealth and transfer assets to chosen beneficiaries, we draw on our knowledge of your businesses, personal goals, and federal and state tax law to develop effective, enforceable estate plans and tax structures. We also provide fiduciary services and counsel to trustees and executors and work with third-party financial advisors to ensure action at key points throughout your lifetime. Learn more about our Trusts & Estates team of attorneys.
- Business succession planning. Changes in corporate leadership and control can foster innovation — but they can also cause significant stress. Our business attorneys can help you ensure business longevity and resolve sensitive issues that arise during key transitions in multi-generational family companies. Learn more about our Corporate & Business attorneys.