Securing the future.
С»ÆѼÊÓƵ’s Private Wealth group offers personalized guidance that helps clients plan for the future and define their legacies. We focus on accomplishing clients’ unique goals using the most effective and tax-advantaged planning methods available. Whether developing a business succession plan or charitable giving strategy, we remain sensitive to the many issues and emotions that often accompany wealth and estate planning.
Our private wealth lawyers provide solutions to clients who range from individuals with moderate-sized estates to high net-worth families and executives of Fortune 500 companies. Additionally, we counsel nonprofit and charitable organizations on tax and regulatory compliance and effective operation.
Our guidance on private wealth law includes:
- Business succession planning
- Buy-sell agreements
- Charitable planning
- Comprehensive tax and estate planning
- Estate, gift, and generation-skipping transfer tax mitigation and avoidance
- Estate planning
- Generation-skipping trust planning
- Gift and estate tax return preparation
- Sophisticated life insurance planning
- Trust and estate administration