Wealth Planning and Preservation
Holland & Knight's Private Wealth Services lawyers assist high-net-worth clients to attain and maintain their financial and wealth planning goals through sophisticated wealth transfer arrangements.
We work continually with families and their advisors to devise and implement comprehensive plans that match and adjust to each family’s distinct attributes.
We understand that wealth is built, protected and transferred through a team effort. Therefore, we encourage each client to assemble a team of professionals who will collaboratively design and implement a plan that balances the current and future needs of the estate.
David Scott Sloan
Closely Held Business Disputes
Family Office Services
Private Investment Funds
Private Wealth Services
Trusts, Estates and Fiduciary Litigation
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