Holland & Knight's Private Wealth Services Group is the largest estate planning practice of any law firm in the United States and is focused almost exclusively on the needs of high-net-worth individuals and multigenerational families.
Areas of Focus Wealth Planning and Preservation Gifting Strategies, Trust and Estate Freezes Charitable Planning, including Formation, Maintenance and Governance of Nonprofit and Tax-Exempt Organizations International Planning, including Offshore Tax Compliance
Dispute Resolution, including Tax Controversy, Litigation and Disputes Among Shareholders in Closely Held Companies Private Companies, including ESOPs, Corporate Services and M&A Family Offices, including Structuring, Analysis of Gap Between Business and Estate Plans, and SEC (Dodd-Frank) Considerations
National Reach and Reputation
Holland & Knight's Private Wealth Services Group utilizes offices across the U.S. and relationships that give us an international reach, including in Latin America and Europe.
Contact Us David W. Thal Partner | Stamford 203.905.4505 david.thal@hklaw.com
Brent Berselli Partner | Portland 503.243.5870 brent.berselli@hklaw.com
Family Offices
The Holland & Knight Family Office Group focuses on the creation and maintenance of single family offices. Our Family Office Group enables our private wealth lawyers to guide sophisticated clients on the creation and implementation of the optimal family office structure to suit the family’s objectives. Holland & Knight’s deep bench of tax and estate planning lawyers allows us to deliver the requisite representation to sophisticated family office clients. Our client base includes families with a virtual family office and private trust companies, and we strive to find the most appropriate solution for the unique needs of the family. Your private wealth attorney will act as outsourced general counsel to your family and will work with you to form the family office, develop the documentation for its governance and suggest best practices for successful family office management.
Holland & Knight's Suite of Services
Holland & Knight has the largest private wealth services department in the country, and we devote unparalleled resources to each family office client. Our private wealth teams leverage specialty practices areas to meet your specific needs. Our fund formation, dispute resolution, real estate, mergers and acquisitions (M&A), labor and aviation professionals routinely work alongside private wealth teams in handling the unique needs of the client and their family office. Family offices rely on Holland & Knight to provide some or all of the following solutions:
Copyright © 2024 Holland & Knight LLP All Rights Reserved