We are trusted advisers on estates, trusts, wealth transfer, family offices and charitable giving, backed by an elite corporate and litigation platform.
Our private wealth lawyers deliver tailored advice on all aspects of estate planning, trust and estate administration, and charitable giving – always with a focus on navigating complex tax and fiduciary issues that shape this area of law. Prominent executives, hedge fund and private equity fund principals, entrepreneurs, fiduciaries, family offices, financial institutions, charitable foundations and families turn to us for trusted advice and long-term guidance. With more than 100 years of practice, we have advised families for generations.
What sets us apart from other private wealth advisers in our class is the strength and breadth of our firmwide platform. Our private wealth team works seamlessly with colleagues across the firm in tax, executive compensation, derivatives, private capital, investment management and litigation – providing clients with holistic solutions that few firms can match.
Estate planning and investments
Our lawyers provide comprehensive counsel on establishing sophisticated estate plans that help families effectively transfer wealth across generations and leverage their complex, high-value investments. As each estate plan is unique, we design customized strategies to reflect your personal and family goals, incorporating innovative, tax-efficient structures. We also work with families to structure their various business interests, as well as advise on the ownership of direct investments in companies, private funds and complex financial products.
By collaborating with our colleagues, our private wealth team guides clients through the purchase, sale and ownership of significant assets – including properties, art collections and businesses – to ensure that every aspect of your estate is strategically managed and protected.
Trust and estate administration
We represent fiduciaries in the administration of estates, trusts and other estate planning vehicles for our clients, providing the full range of tax compliance guidance they require. Our private wealth team also collaborates with corporate lawyers to create and administer holding companies, and with litigation lawyers to represent parties in family disputes – delivering comprehensive support across a full range of potential issues.
Philanthropy
We guide clients in making their most impactful philanthropic decisions. Philanthropists and nonprofit organizations rely on our lawyers for sophisticated tax advice when creating and contributing to public charities, private foundations, donor-advised funds and social welfare organizations. We also counsel charitable foundations on governance, tax compliance and investment matters. With deep knowledge of federal income and gift tax laws, regulations and reporting requirements, our team ensures that every charitable initiative is implemented in an efficient and compliant manner.
Family office formation and administration
We advise founders of multinational companies, renowned investors and some of the world’s wealthiest individuals on matters relating to their personal investments, often held through family office structures. Our interdisciplinary team draws on corporate and regulatory capabilities to guide family office formation and administration, while our private equity, private credit and investment management practices support family offices in pursuing and managing their investment goals through equity and debt strategies across a wide range of industries.
