Holland & Knight's Private Wealth Services Group is the largest estate planning practice of any law firm in the U.S. 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, m aintenance and governance of nonprofit and tax-exempt organizations
International planning, including offshore tax compliance
National Reach and Reputation
Dispute resolution, including tax controversy, litigation and disputes among shareholders in closely held companies
Private Companies, including employee stock ownership plans (ESOPs), corporate services, and mergers and acquisitions (M&A)
Family Offices, including structuring, analysis of gap between business and estate plans, and U.S. Securities and Exchange Commission (SEC) DoddFrank considerations
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.
David W. Thal Partner | Stamford +1.203.905.4505 david.thal@hklaw.com
Brent Berselli Partner | Portland +1.503.243.5870 brent.berselli@hklaw.com
Family Offices
Holland & Knight's 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 their 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 virtual family offices and private trust companies, and we strive to find the most appropriate solutions for the unique needs of each family. Your Holland & Knight private wealth attorney will act as outsourced general counsel to your family and work with you to form the family office, develop 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 extensive resources to each family office client. Our private wealth teams leverage relevant practices areas to meet your specific needs. Our fund formation, dispute resolution, real estate, M&A, labor and aviation professionals routinely work alongside private wealth teams in handling the unique needs of clients and their family offices. These family offices rely on Holland & Knight to provide some or all of the following solutions:
