Attorneys in our Wealth Management Practice provide sophisticated legal and tax advice to wealthy individuals and families, owners of closely held businesses, institutional fiduciaries, charitable organizations, and other professionals and family offices that serve such individuals and families. Although a substantial portion of the practice involves the creation of planning arrangements that minimize or eliminate estate, gift, generation-skipping transfer, and/or income taxes, the Wealth Management Practice is sharply focused on clients' needs and strategies that address family and financial matters as well as tax concerns. We have clients in almost every U.S. jurisdiction, along with a substantial group of clients who reside outside the U.S. We also have wealth management lawyers in our London Office who advise on U.K. estate and trust issues, as well as multinational planning matters.
The following are among the services handled by members of the Wealth Management Practice:
- Lifetime estate and gift planning for individuals and families.
- Wealth-leveraging techniques, including family limited partnerships and grantor trusts.
- Succession planning for owners of closely held businesses.
- Charitable planning and family philanthropy.
- International estate and tax planning.
- Estate administration services.
- Fiduciary litigation.
- Income and transfer tax controversy (audit and litigation) work.
- Representation of corporate and individual fiduciaries.
- Representation of public charities, supporting organizations, and private foundations.
- Representation of private trust companies and family offices.
Contact(s)
Kenneth G. Hochman
Cleveland
Tel: 1.216.586.3939
E-mail