Business and Investment Structuring

The attorneys in our Private Wealth group offer wealthy individuals and their families resourceful, experienced counsel in devising tax-efficient structures for business and investment in the U.S. and internationally. Renowned for our corporate, finance and tax advice, we blend a strong commercial focus, helping clients concentrate on the risks that matter, with exceptional client service.

Our cross-practice approach gives us a unique perspective on the ever-changing needs of business and investment strategies. We rely on our team’s knowledge base and tax expertise to create effective business structures that provide platforms for a family business or individual family members, with services embracing entrepreneurs, family offices and family-owned enterprises. Bolstered by the experience of our Securities group, our team has the acumen and legal experience to advise wealthy clients on the accumulation and protection of investment assets.

With a clear understanding of business and investment strategies, we collaborate with the wealthy and their advisors on business and investment structures to minimize risk, provide succession tax efficiency, and manage family conflicts for wealth to transcend multiple generations.