Private Client

Our private client lawyers serve the legal and financial interests of individuals and family businesses with substantial wealth. The group also advises major universities, secondary schools, and cultural organizations on their planned-giving programs. Working with individuals and family groups, our lawyers counsel on estate and gift tax planning, family business succession planning, philanthropic planning, and personal financial interest management on a national and international scale.

We serve individual and family group clients on a personal level, while at the same time being able to access all the firm’s services. The bottom line: We collaborate to effectively meet our clients’ sophisticated needs.

In the tax-exempt component of our practice, our lawyers work closely with planned-giving professionals to develop programs, prepare donor trust agreements, and offer advice on planned-giving trends.

A substantial portion of our work with individuals and families focuses on traditional probate work and the administration of trusts and estates. We handle the phases of estate and trust administration using a full staff of accountants and paralegal estate administrators—a staffing model that enables us to provide efficient, cost-effective estate administration services. The accountants in the group also prepare estate and trust tax returns, gift tax returns, and tax returns for private foundations.

We also have experience in the international tax planning arena, advising families entering and leaving the United States on strategies for deploying their assets and planning their estates.