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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 all business needs
Dispute Resolution
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
Rankings and Recognition 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. 2026 Chambers High Net Worth The Private Wealth Law practice was ranked Band 1 in Florida, Massachusetts, Oregon and Tennessee; Private Wealth Disputes in California and Florida; and Private Aircraft – Global-Wide. It also ranked Band 2 in Private Wealth Law in California and Connecticut and Family Offices & Funds Structuring-USA and Band 4 for Private Wealth Law in New York.
2026 Best Lawyers “Best Law Firms” Firm received national first-tier rankings in Trusts and Estates Law in the 2014-2026 guides.
Wealth Planning and Preservation Design and implement customized wealth transfer strategies for ultra-high-networth clients and their businesses
Firm received metropolitan first-tier rankings in Boston, Dallas, Jacksonville, Los Angeles, Miami, Nashville, New York, Portland and Tampa.
Multidisciplinary Approach BUSINESS PLANNING
ASSET PROTECTION
Nonprofit Organizations Establish and represent private foundations, charities and other tax-exempt organizations
ESTATE PLANNING
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.
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SU PL CCE AN SS NI ION NG
BUY/SELL AGREEMEN T
100+ 50+
additional lawyers upon whom we rely for specific and relevant corporate or tax assistance
Corporate/Mergers and Acquisitions (M&A) Private Equity and Hedge Funds Dodd-Frank Regulatory Compliance Entity Formation and Maintenance Intellectual Property
Problem Solvers, Not Technicians wealth planning and dispute resolution lawyers
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
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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.
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Actionable Advice, Sophisticated Planning
As the largest private wealth practice in the U.S., 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.
Real Estate Investment Fiduciary, General Litigation and Dispute Resolution Charitable Planning/Philanthropy Luxury Assets Digital Assets Labor and Employment Law Insurance International Tax
Where You Need Us Holland & Knight’s Private Wealth Services Group utilizes offices across the country and relationships that give us an international reach. Holland & Knight has offices in 36 locations worldwide: • Algiers
• Mexico City
• Atlanta
• Miami
• Austin
• Monterrey
• Birmingham
• Nashville
• Bogotá
• New York
• Boston
• Newport Beach
• Century City
• Orlando
• Charlotte
• Philadelphia
• Chattanooga
• Portland
• Chicago
• Richmond
• Dallas
• San Francisco
• Denver
• Seattle
• Fort Lauderdale
• Stamford
• Houston
• Tallahassee
• Huntsville
• Tampa
• Jacksonville
• Tysons
• London
• Washington, D.C.
• Los Angeles
• West Palm Beach
Holland & Knight offices Holland & Knight offices with private wealth attorneys (also bolded in list above) Additional jurisdictions in which our private wealth attorneys are licensed
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