Wealth Transfer Plan ...

Wealth Transfer Planning (Domestic)

Overseeing personal and family assets based on your values, goals

For generations, Butler Snow’s Wealth Transfer Planning attorneys have successfully protected and preserved our clients’ personal assets. Our team advises high-net-worth individuals, as well as privately-owned businesses and financial services firms, including family offices and private trust companies.

Our primary objective is to provide each of our clients with highly responsive counsel that focuses on outstanding client service. And we believe we consistently achieve our objective. Surveys by respected national consultants consistently rank Butler Snow among the best nationwide in service, in anticipating needs, in a commitment to helping, in providing value and in client satisfaction. We have grown our wealth practice based on those values.

Setting your family up for success

Our attorneys go beyond developing and implementing sophisticated plans to achieve an orderly transfer of client wealth and minimizing tax matters. We look at each family’s unique situation and provide counsel that facilitates personal philosophies, family goals, business expectations and philanthropies. As your situation changes over time, we are there to continually adjust to your goals and challenges. Ultimately, we measure our success against how well we have helped you achieve your specific, personalized goals and values.

Our wealth planning team handles a wide variety of matters throughout the financial lifecycle of our high net worth families and family-controlled businesses, including:

  • Tax planning
  • Lifetime planning, including gifting
  • Testamentary planning
  • Charitable planning, including family legacy
  • Business succession planning
  • Estate and trust administration
  • Asset protection
  • Family offices

Families and family-controlled businesses often have highly individualized circumstances that can require innovative techniques across a wide range of legal matters. Our firm’s collaborative work environment allows us to quickly assemble a multi-disciplinary, adaptable team to provide business- or family-specific advice across the legal spectrum.

For clients with international ties, we have the experienced personnel to provide counsel across jurisdictions for nearly any international tax or private-client matter. For more information visit Wealth Transfer Planning (International).