Private Clients & Fiduciary Services

We have assisted a client and his other advisors in creating and implementing a plan, involving gifts and sales of interests to trusts for the benefit of younger generation family members, involving hundreds of...

We furnished advice to a client who is a U.S. permanent resident (green card) but a citizen of another country, in coordinating his estate planning and that of his parent (a citizen of that...

We provided estate and tax planning, in conjunction with advice from other advisors, to the majority owner of a major family controlled network of businesses to ensure transfer of ownership and control to younger...

We represented the client and other family members in litigation and negotiations resulting in a settlement pursuant to which the Trustee of a Trust established by the client's late parent, with assets approaching $500,000,000.00...

We represented one of the independent trustees of a trust holding multibillion dollar investments in two public companies in the context of a family dispute respecting control of the family's interest in those companies...

On a pro bono basis, we represent a nationally known U.S. charity in connection with its dissolution upon retirement of the charity's founder. The advice related to compliance with both federal and state regulatory...

We represented key family members operating an extensive family business consisting of numerous operating companies and commercial real estate properties in delicate and volatile negotiations with a senior executive and family member leading to...

Representation of a client in connection with estate and tax planning involving net worth in excess of $500,000,000.00, including major philanthropic plans, disposition of an exceptionally valuable art collection and provisions for a non-citizen...

We represented the daughter of billionaire parents in negotiating a prenuptial agreement, including crafting disclosure of both interests in trusts of which she is currently a beneficiary and her contingent interests in assets that...

We provided advice to the sole owner of a significant privately held company in helping the owner to resolve the tensions inherent in his goals to maintain family control over ownership and management of...