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Private Clients

Our private client services focus on individuals whose matters are as sophisticated and sometimes more complex than our large institutional clients but their time is a challenge because they are often managing many of the responsibilities themselves.   As a firm we are an efficient solution because we are sophisticated enough to have all the resources within the partnership, yet not too large to create inefficiencies while providing services to private clients.   

Closely Held Businesses

We recognize that private clients of closely held and family owned businesses face all the challenges of other businesses as they compete for people, capital and market share, but that they also face the unique challenges of families or partners working together over time and even across generations.

In addition to the general services that all businesses require, including business, tax, commercial finance, intellectual property, real estate, labor, employment and benefits, mergers and acquisitions and business litigation, our representation of these clients includes:

  • Organizational matters, including choice of entity, control arrangements and buy-sell agreements
  • Shareholder disputes and ownership transition
  • Phantom stock and other equity-like compensation that does not transition actual ownership or control, as well as equity compensation
  • Estate planning

Estate Planning

A wide variety of families and individuals including business owners, professionals, retirees, philanthropists and sophisticated private investors rely on us for estate planning advice during all stages of their adult lives, often in consultation with those clients' other professional advisors. We assist them with a full range of services from simple wills to the most sophisticated gift, estate and generation-skipping transfer tax-savings techniques that utilize various types of trusts, other entities (such as partnerships, limited liability companies and foundations) and charitable-giving vehicles.

Estate Settlement

With our extensive experience and sophisticated systems, we provide comprehensive services in the probate courts as well as in the preparation and filing of estate tax returns and fiduciary income tax returns. In addition, we represent and advise corporate fiduciaries actively settling estates.

Trust Administration

Since 1985, we have actively administered trust accounts for which members of the firm serve as trustees.  With the assistance of investment advisors, all trusts receive continuous investment supervision and are reviewed formally at least quarterly.  Periodic statements are provided and income tax returns are prepared.   In addition, the group represents and advises individual and corporate trustees administering trusts.

Fiduciary Litigation

We have extensive experience in the representation of individual fiduciaries and beneficiaries in trust and estates litigation including will contests, trustee surcharge and removal proceedings, contested accountings, claims for breach of fiduciary duty, suits involving lifetime transfers and trust and will construction actions.

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