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

Recent Matters

Private Wealth Services

Assisted client with pre-immigration planning from South America using various trust and corporate structures as well as achieving step-up in basis to the fullest extent of their assets.

 

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Contact our Private Wealth Services Group.

Please contact us to let us know how DarrowEverett can serve you.

DE Insights

Our team wants you to stay informed about legal and regulatory developments that impact your business.

Buy, Sell, Pay Taxes: SCOTUS Decision Places Its Own Premium on Buy-Sell Insurance

All U.S. closely held businesses just received a warning from the highest court in the land that they should review their succession plans (or else risk a higher tax bill for the estates of their owners). On June 6, 2024, the Supreme Court of the United States (“SCOTUS”) issued its unanimous decision on Connelly v.…
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Decisions, Decisions: Choice of Entity vs. Choice of Tax Classification

Before forming any entity, founders need to make two fundamental decisions: which entity type is best for their business operations and which tax classification is best for the owners. Although the entity type and tax classification can be changed after formation, some forethought before forming a business can reduce expenses, taxes, and headaches. Choice of…
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What Florida Sales Tax Cut Means for Florida Commercial Tenants

Broadly speaking, according to the Florida Department of Revenue, each Florida sale, amusement park admission, storage unit and rental is taxable (unless it falls under an exemption, such as nonprofits). More specifically, sales tax is imposed on the rental of real property. As stated explicitly in the Florida Statutes, any business or person that rents,…
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