Private Wealth Services

In the complex and ever-changing landscape of wealth management, clients require sophisticated counsel for individuals, businesses, organizations, foundations, and families to ensure the preservation of wealth, orderly transfers of businesses, and strategies to address all aspects of tax and estate planning.

The members of DarrowEverett’s Private Wealth Practice are a team of trusted advisors to private business owners, family-controlled companies, public companies, educational institutions, banks, high net worth individuals, family offices, charitable organizations, and private foundations. DarrowEverett provides an integrated and comprehensive array of legal services in this area beyond the traditional wealth transfer techniques of wills and trusts. These services include mediation, succession planning, asset protection, tax structuring, charitable gift preparations, and setting up philanthropic activity arrangements. Our clients benefit from our continued collaboration with bankers, accountants, investment managers, executors, and trustees.

Our Private Wealth attorneys provide extensive insight regarding a wide range of issues, including but not limited to:

• Estate, Gift, & Generation-Skipping Tax Planning
• Estate Planning (Wills & Trusts)
• Probate & Fiduciary Litigation
• Regulatory & IRS Litigation
• Dispute Resolution
• Federal, State, & Local Tax Planning
• International Taxation
• Management of Nonprofit Assets
• Preferred Partnerships
• Charitable Giving
• Asset Protection