Clients come to us for sophisticated guidance on estate planning and matters involving investments and charitable giving.
Our private wealth lawyers counsel clients on estate planning, estate and trust administration, investment fund management, the use and development of new financial products, and charitable giving – with an emphasis on the tax and fiduciary issues involved in all of these endeavors. We have earned the trust of individuals and institutions, including executives, entrepreneurs, professional fiduciaries, financial institutions, charitable foundations and families who have been clients for generations.
Our clients benefit from our lawyers’ collaboration with colleagues across the firm on matters including derivatives and other transactions involving individuals, trusts and estates, as well as the estate-planning components of employee compensation programs and investment funds.
