Private Client Services

Our Private Client Services group provides clients with personalized and sophisticated advice on business succession planning, charitable planning and foundations, estate planning/trust and estate administration, family office services, fiduciary litigation, international estate planning, art law as well prenuptial and postnuptial agreements. We offer comprehensive and convenient solutions with a team that includes in-house accountants and tax lawyers who work closely with family offices on wealth management.

Our team relies on a deep reservoir of experience to bring clarity and comfort to the issues facing our clients, including:

• Business succession planning: Our group has a strong understanding on the development of a successful business succession plan.
• Charitable planning & foundations: Our team advises charitable organizations on all types of charitable gifts, private foundation taxes and fiduciary responsibilities.
• Estate planning/trust & estate administration: We help our clients navigate the pitfalls of estate planning, including domicile issues, transfer taxes, family dynamics and retaining wealth over multiple generations.  Our team has knowledge and experience with estate and tax planning for unique assets, including art collections, closely held businesses and large blocks of stock in publicly traded companies, for family transfers as well as charitable purposes.
• Family office services: We have experience in creating and administering family foundations, generation-skipping trusts and life insurance trusts.  We also regularly assist clients with establishing single and multiple family offices as well as private trust companies and advise clients on the administration of such entities. 
• Fiduciary litigation: Our clients receive personalized attention from highly skilled practitioners committed to providing outstanding service with a successful track record in presenting cases before the Internal Revenue Service, United States Tax Court, state tax authorities, and Surrogate’s court. 
• International estate planning: Our lawyers have the knowledge and experience required to represent foreign nationals owning assets in the U.S., as well as U.S. citizens residing abroad. We assist international clients in creating corporations in the U.S. and assist in the development and administration of qualified domestic trusts and offshore trusts.  We have extensive experience in pre-immigration tax-efficient planning. 
• Art law:  Our lawyers negotiate, litigate and advise clients on the full range of legal issues that arise concerning works of art, the art market and the art world. We represent artists, individual and institutional collectors, galleries, dealers, auction houses and museums.
• Prenuptial and postnuptial agreements: Our group has a depth of experience in drafting and negotiating complex prenuptial and postnuptial agreements.