Protecting Your Family and Your Legacy, Today and Tomorrow
At DarrowEverett, our Private Client Group understands that personal and professional lives are often intertwined, and we know how to protect your business when things get personal. For individuals, families, and business owners, our team delivers personalized and strategic legal services that ensure both your personal legacy and business assets are secure.
Whether you’re planning for the future or navigating complex legal issues today, our attorneys provide the insights and experience you need. We excel in estate planning, offering tailored solutions to help you preserve wealth across generations. Our business succession team will help ensure the seamless transition of ownership and leadership, protecting the legacy you’ve built. When conflicts arise, our fiduciary litigation team is ready to safeguard your interests with discretion and resolve.
For international wealth planning, we assist clients in navigating the complexities of cross-border asset protection and compliance. We also guide clients through probate administration, streamlining the process during sensitive times and minimizing disruption. In philanthropy and charitable giving, we help you make a lasting impact, crafting plans that align with your values, goals, and tax strategy.
Our family law team offers support through life’s transitions that is both compassionate and effective, including child protection matters that prioritize the well-being of your loved ones. For those facing sensitive or high-stakes situations, our white-collar defense team brings skillful representation to safeguard your reputation and interests.
At DarrowEverett, we’re more than legal advisors — we’re your partners, dedicated to protecting your future and preserving your peace of mind. We untangle the business interests from the personal conflicts that arise — and preserve the wealth that has been built, whether through planning, negotiation, or when need be, litigation.
Our Private Client Group Services
Why Choose DarrowEverett?
- Experienced Attorneys: Our lawyers are recognized leaders in private client services, with decades of experience advising high-net-worth individuals and families
- Comprehensive Approach: Our full spectrum of services ensures that every aspect of your personal and financial life is covered
- Client-Centered Service: We offer personalized attention and customized legal strategies, always prioritizing your goals and privacy
Contact us today to learn more about how we can help you protect your wealth and secure your family’s future.
Don't Delay - Plan Your Legacy Today
Let us know how DarrowEverett can serve you.
Representative Matters in Private Client Group
Assisted client with Qualified Small Business Stock exemption planning, going back over a decade and multiple mergers to assess eligibility and maximization of QSBS exemption.
Assisted clients reducing their taxable estates using Spousal Lifetime Access Trusts as well as Family Limited Partnerships.
Practice Leaders
Timothy J. Conlon - Partner
Overview
Tim Conlon, Partner, is the Practice Leader for DarrowEverett’s Private Client Group and Co-Chair of our Family Law Practice Group. His practice concentrates on complex family court litigation, and civil cases on behalf of children abused in the care of others. Throughout his career, Tim has handled challenging cases at the forefront — from computer crime investigations in the 1980s to chairing and settling Rhode Island’s clergy abuse cases on behalf of dozens of victims,...
Read more
Tel: (401) 453-1200
Keith E. Phillis - Partner
Overview
Keith E. Phillis is a Partner and the Chair of our Energy and Infrastructure Practice Group, and Practice Leader in our Private Wealth Services and Tax Practice Groups. Keith represents a wide range of clients, from individuals to large public and private business entities.
Keith’s private wealth planning representation includes advising individuals and businesses on estate planning, wealth and asset preservation planning, tax mitigation and business succession planning strategies. Keith routinely prepares estate planning, estate settlement,...
Read more
Tel: (401) 453-1200
Julie M. Bradlow - Partner
Overview
Julie M. Bradlow is the Chair of DarrowEverett’s Tax Practice Group, and a Practice Leader for its Government Investigations Practice Group. Her background encompasses federal, state, and international tax planning, tax controversy, employee benefits, executive compensation, corporate law, and regulatory matters. Together with an understanding of such broad-based subject matter, Julie brings practical experience to solving complex problems for her clients.
...Read more
Tel: (704) 672-0605
DE Insights
Our team wants you to stay informed about legal and regulatory developments that impact your business.
Client Insight
Florida Divorce Ruling on Personal Goodwill Could Impact Other States
In early July 2024, Florida enacted a significant amendment to its equitable distribution statute, particularly concerning the treatment of personal goodwill in divorce proceedings.[1] These changes, coupled with the pivotal case of Rosenberg v. Rosenberg,[2] have profound implications for divorce settlements both within Florida and potentially across the United States. Understanding Goodwill in Divorce Proceedings…
Read moreClient Insight
Post-Closing Incentive Structures for Key Management in Private Equity
If you own or manage a company that a private equity firm is looking to acquire, and you plan to stay on after the closing, you’ll likely need to negotiate two key points: rolling over some or all of your equity and determining the incentive compensation you want to receive. In most acquisitions, but particularly…
Read moreClient Insight
Vibe Check on TikTok: Legal Changes May Force App to Take the L
The future of TikTok is on the table in the United States. As has been widely covered, in April 2024, Congress passed the Protecting Americans from Foreign Adversary Controlled Applications Act (the “Act”), which conditionally banned TikTok in the U.S. should its parent company, ByteDance Ltd., fail to divest its ownership in the U.S. version…
Read more