Holland & Knight - Introduction to Private Wealth Services

PRIVATE WEALTH SERVICES

Holland & Knight’s Private Wealth Services Group represents high-net-worth individuals, family offices, substantial closely held and family businesses, charitable organizations, educational institutions, banks and trust companies in all legal facets of their private wealth interests. Our team includes innovative strategists, seasoned litigators and transactional lawyers with long-term relationships in the financial services sector and beyond, giving us the depth of resources to provide business development opportunities within the private wealth arena.

Our Practice Differentiators

Family Offices and Private Trust Companies

Guide family offices and private trust companies through their entire life cycle, from formation to business succession planning and through all business needs

Distinctions

Highly qualified and highly responsive to change, members of our team have been recognized as leaders in the private wealth industry by a variety of publications.

2025 Best Lawyers “Best Law Firms” Guide Firm received national first-tier rankings in Trusts & Estates Law in the 2014-2025 guides

Firm received metropolitan first-tier rankings in Boston, Dallas, Jacksonville, Los Angeles, Miami, Nashville, New York, Portland and Tampa

2024 Chambers High Net Worth Guide

Wealth Planning and Preservation International Private Clients

Focus on domestic and foreign estate and tax planning, and offshore criminal tax evasion cases

Represent corporate and individual trustees, executors, administrators, guardians and beneficiaries Dispute Resolution

Organizations

Establish and represent private foundations, charities and other tax-exempt organizations

Design and implement customized wealth transfer strategies for ultra-high-networth clients and their businesses

Private Wealth Law practice was ranked Band 1 in Florida, Massachusetts, Oregon and Tennessee; Private Wealth Disputes-California and Private Aircraft-Global-wide; also ranked Band 2 in Private Wealth Law-USA, Family Offices & Funds Structuring-USA and Private Wealth Disputes-Florida; Band 3 for Private Wealth Law in Texas and Band 5 for Private Wealth Law in New York

Private Wealth Services Group was named USA Private Client Team of the Year for the East Coast in the 2020 guide

Multidisciplinary Approach

Beyond Business and Wealth Planning

In addition to providing counsel on business succession and traditional wealth planning, we help clients protect hard-to-value assets, including art, boats, planes and cryptocurrency.

Our team also provides a comprehensive review that summarizes business and estate plan documents, and identifies weaknesses, gaps and concerns, along with proposed solutions to address any highlighted issues.

Problem Solvers, Not Technicians

wealth planning and dispute resolution lawyers

additional lawyers upon whom we rely for specific and

As the largest private wealth practice in the United States, Holland & Knight’s Private Wealth Services Group has extensive trial experience in probate and trust litigation, as well as estate tax preparation and compliance.

We respond to all clients’ needs using skills that transcend the typical estate planning practice.

Where You Need Us

Actionable Advice, Sophisticated Planning

We utilize a broad range of strategies and techniques, from traditional to esoteric, to prepare and implement estate plans for clients. Our services include:

Wealth Planning

Corporate/M&A

Private Equity and Hedge Funds

Dodd-Frank Regulatory Compliance

Entity Formation and Maintenance

Intellectual Property

Real Estate Investment

Fiduciary, General Litigation and Dispute Resolution

Charitable Planning/Philanthropy

Luxury Assets

Digital Assets

Labor and Employment Law

Insurance

& KNIGHT

International Tax

Holland & Knight’s Private Wealth Services Group utilizes offices across the country and relationships that give us an international reach.