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
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.
Estate Planning for Your Real Estate Business: Tips to Preserve Value
Real estate business owners face unique challenges that many business owners in other industries do not experience. The real estate market climbs and falls, contractor fees and material costs rise with inflation, and high interest rates can destroy the profitability of a real estate portfolio. These added complexities mandate more complex planning for ownership and…
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Fifth Circuit Puts the Brakes on SEC’s Private Fund Rules: What’s Next For Private Fund Advisers
In a continuation of recent court decisions overturning the rule-making authority of federal agencies, a recent decision by the U.S. Court of Appeals for the Fifth Circuit vacated the Securities and Exchange Commission’s (SEC) Private Fund Adviser Rules (the “Rules”), which had been adopted in August 2023. The Rules were aimed at increasing regulatory requirements…
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Terminating Employees? Ignoring State And Local Wage Laws Can Cost You
Terminating employees can be a daunting task. Failing to follow your state or local rules when terminating an employee can make the task exponentially more difficult and expensive. When a business plans on firing or laying off an employee (known as “involuntary termination”) it is imperative business owners consult state and local laws prior to…
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Commercial Real Estate
Commercial Real Estate
DarrowEverett’s Commercial Real Estate team is known for its ability to handle complex real estate transactions, ranging from large-scale residential properties and projects to more specialized types of properties and projects…
Banking & Finance
Banking & Finance
DarrowEverett’s Banking and Finance Practice globally represents a wide variety of clients in cutting-edge financing transactions. Our clients range from the nation’s largest corporations to leading investment banks…
Business Litigation & Dispute Resolution
Business Litigation & Dispute Resolution
DarrowEverett’s Business Litigation & Dispute Resolution team consists of highly skilled, experienced attorneys with an impressive track record of success in complex, high stakes litigation before federal and state…
Private Wealth Services
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…
Tax
Tax
DarrowEverett’s tax attorneys work with a broad range of clients, including energy companies, real estate investors and developers, private equity firms, financial institutions, large privately held manufacturers, construction…
Private Equity, Capital Markets, and Securities
Private Equity, Capital Markets, and Securities
DarrowEverett’s Private Equity, Capital Markets, and Securities team is uniquely positioned to advise domestic and international public and private companies of all sizes. We regularly advise on structuring capital or debt raises…
Labor & Employment Law
Labor & Employment Law
DarrowEverett’s Labor & Employment Law Practice provides legal guidance that takes the guesswork out of complex employment matters so that our clients can focus on running their business…
Intellectual Property & Technology
Intellectual Property & Technology
DarrowEverett’s Intellectual Property & Technology Practice diligently serves our clients by handling an extensive array of intellectual property & technology services. We have a deep understanding of both specialized…
Corporate & Business Transactions
Corporate & Business Transactions
DarrowEverett’s Corporate and Business Transactions attorneys work together to provide our clients with extensive guidance in entity formation, maintenance and structuring activities; corporate governance…
Healthcare and Life Sciences
Healthcare and Life Sciences
The DarrowEverett Health Care & Life Sciences Practice advises clients across the heavily regulated and consistently evolving health care and life sciences industry. Service providers including hospitals; facilities; manufacturers;…
Regulatory and Compliance
Regulatory and Compliance
Legislation, regulations, enforcement actions, and industry guidelines, at both the federal and state level, can significantly impact both a company’s business operations in the present and its strategic planning for the future…
Government Investigations
Government Investigations
DarrowEverett’s Government Investigations Practice represents individuals, corporations, senior executives, officers, board members, and other licensed, as well as unlicensed professionals subject to government…
Environmental
Environmental
DarrowEverett’s Environmental Practice Group provides legal guidance in this heavily regulated and continually evolving industry. We assist companies, developers, and investors across numerous industries navigate…
Restructuring
Restructuring
DarrowEverett’s Restructuring Practice Group has the expertise to assist our clients in any distressed business situation. Our practitioners work aggressively to represent our clients’ interests, whether those entail maximizing…
Energy & Natural Resources
Energy & Natural Resources
DarrowEverett’s Energy and Natural Resources Practice Group provides legal guidance in these rapidly changing industries. We assist companies, developers, and investors across numerous industries manage energy-related…
Family Law
Family Law
DarrowEverett’s family law practitioners cover a broad range of needs and complex matters, from navigating divorces, custody battles and child support issues. We know that most clients simply want to feel heard and get through a difficult time in one piece.…
Data Privacy and Cybersecurity
Data Privacy and Cybersecurity
In our increasingly digital world, electronic data can flow freely between people and businesses, and laws aimed at consumer data may critically impact your legal compliance.…
