Holland & Knight - Private Wealth Services Text Only Fast Facts

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Holland & Knight's Private Wealth Services Group, the largest private wealth practice in the United States, represents high-net-worth individuals, family offices, substantial closely held and family businesses, charitable organizations, educational institutions, banks and trust companies. Our Private Wealth lawyers work closely with firm's Tax Practice lawyers, whose work is directly involved in all levels of taxation matters – international, federal, state and local, employee benefits and executive compensation. Our attorneys provide counsel in all aspects of wealth and succession planning including estate, gift and generation-skipping transfer tax strategies; sophisticated charitable giving; probate and fiduciary dispute resolution; tax controversies; using life insurance as a planning tool; business succession advice and structuring; asset protection; and international wealth transfer. Our clients include ultra-high-net-worth families, closely held businesses, financial institutions, charitable organizations and private foundations. We represent individuals in complex probate litigation and elder abuse situations, as well as help to achieve optimum results through negotiation, litigation, trial, appeal and alternative dispute resolution methods in matters of fiduciary misconduct. Holland & Knight has a significant number of Fellows of the American College of Trust and Estate Counsel. Private Wealth Services Group Accolades Chambers High Net Worth Guide Twenty-one Holland & Knight attorneys were named leading advisers to ultra-high-net-worth individuals and families in the 2022 Chambers High Net Worth guide. Four attorneys were ranked in the Globalwide: Private Aircraft category and 17 were recognized for Private Wealth Law and Private Wealth Disputes. In addition, the firm's Private Wealth Law practice was ranked Band 1 in Florida, Massachusetts and Oregon; Private Wealth Disputes-California and Private Aircraft-Global-wide. The firm also ranked Band 2 in Private Wealth Law-USA and Family Offices & Funds Structuring-USA; and Band 3 for Private Wealth Law in Texas. The firm's Private Wealth Services Group was named USA Private Client Team of the Year for the East Coast by the 2020 Chambers High Net Worth guide. U.S. News – Best Lawyers "Best Law Firms" The 2022 guide recognized the firm's Trusts & Estates Law practice with a national first-tier ranking as well as metropolitan rankings in Boston, Chicago, Dallas, Jacksonville, Los Angeles, Miami, New York, Portland, Tampa and Washington, D.C. In addition, the firm's Litigation – Trusts & Estates practice earned metropolitan rankings in Boston, Los Angeles, Miami, San Francisco and Tampa.

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Best Lawyers in America The 2022 guide recognized 25 Holland & Knight attorneys for Trusts and Estates, and Litigation – Trusts and Estates in Boston, Chicago, Dallas, Fort Worth, Jacksonville, Los Angeles, Miami, New York, Portland, San Francisco, Tampa and Washington, D.C. In addition, six attorneys were recognized for Closely Held Companies and Family Businesses Law. Holland & Knight also was a top-listed firm for Trusts and Estates, Litigation – Trusts and Estates, and Closely Held Companies and Family Businesses Law in the 2013-2022 Best Lawyers in America guides. Los Angeles Business Journal/Daily Journal Partner Vivian Lee Thoreen was named among the Top Women Attorneys in Los Angeles by the Los Angeles Business Journal in 2020. In addition, Vivian was among the Top Litigators & Trial Lawyers, and Most Influential Minority Attorneys in 2019 by the Los Angeles Business Journal. She also was among the Top 100 Lawyers in California in 2018 by the Daily Journal. Chambers Global: The World's Leading Lawyers for Business Guide The 2019 Chambers Global guide named Holland & Knight among the world's leading law firms in the Global-wide International Private Client category (Band 4). "The advantage of a large firm is that they have a large variety of expertise," one interviewee reported in the guide. "Somewhere in their group, they will have an expert on a certain jurisdiction, so they are fantastic for multijurisdictional clients. They get things done quickly and partners are heavily involved. They work on the case personally from beginning to end, and you get a speedy delivery. As far as large firms go they are as good as it gets."

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