www.hklaw.com
Private Wealth Services Holland & Knight’s Private Wealth Services Group represents high-net-worth individuals, family offices, substantial closely held and family businesses, charitable organizations, educational institutions, banks and trust companies in all legal facets of their private wealth interests. Our team includes innovative strategists, seasoned litigators and transactional lawyers with long-term relationships in the financial services sector and beyond, giving us the depth of resources to provide business development opportunities within the private wealth arena.
Our Practice Differentiators Family Offices and Private Trust Companies Guide family offices and private trust companies through their entire life cycle, from formation to business succession planning and all business needs
Distinctions Highly qualified and highly responsive to change, members of our team have been recognized as leaders in the private wealth industry by a variety of publications. 2026 Best Lawyers “Best Law Firms” Guide Firm received national first-tier rankings in Trusts & Estates Law in the 2014-2026 guides Firm received metropolitan first-tier rankings in Boston, Dallas, Jacksonville, Los Angeles, Miami, Nashville, New York, Portland and Tampa
2025 Chambers High Net Worth Guide
Dispute Resolution
International Private Clients Focus on domestic and foreign estate and tax planning and offshore criminal tax evasion cases
Represent corporate and individual trustees, executors, administrators, guardians and beneficiaries
Wealth Planning and Preservation Design and implement customized wealth transfer strategies for ultra-high-networth clients and their businesses
Private Wealth Law practice was ranked Band 1 in Florida, Massachusetts, Oregon and Tennessee; Private Wealth Disputes in California and Florida, and Private Aircraft-Global-Wide; also ranked Band 2 in Private Wealth Law-USA, Family Offices & Funds Structuring-USA and Private Wealth Law in Texas; Band 3 for Private Wealth Law in Illinois; and Band 5 for Private Wealth Law in New York
Multidisciplinary Approach BUSINESS PLANNING
Nonprofit Organizations Establish and represent private foundations, charities and other tax-exempt organizations
ASSET PROTECTION
ESTATE PLANNING