Holland & Knight - Introduction to Private Wealth Services
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.
2025 Chambers High Net Worth Guide
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
Dispute Resolution Wealth Planning and Preservation International Private Clients
Represent corporate and individual trustees, executors, administrators, guardians and beneficiaries
Focus on domestic and foreign estate and tax planning and offshore criminal tax evasion cases
Design and implement customized wealth transfer strategies for ultra-high-networth clients and their businesses
2025 Best Lawyers “Best Law Firms” Guide Firm received national first-tier rankings in Trusts & Estates Law in the 2014-2025 guides
Firm received metropolitan first-tier rankings in Boston, Dallas, Jacksonville, Los Angeles, Miami, Nashville, New York, Portland and Tampa
Multidisciplinary Approach
Organizations
Establish and represent private foundations, charities and other tax-exempt organizations
Beyond Business and Wealth Planning
In addition to providing counsel on business succession and traditional wealth planning, we help clients protect hard-to-value assets, including art, boats, planes and cryptocurrency.
Our team also provides a comprehensive review that summarizes business and estate plan documents and identifies weaknesses, gaps and concerns, along with proposed solutions to address any highlighted issues.
TRANSITION PLANNING
Problem Solvers, Not Technicians
100+ wealth planning and dispute resolution lawyers
50+
additional lawyers upon whom we rely for specific and relevant corporate or tax assistance
As the largest private wealth practice in the U.S., Holland & Knight’s Private Wealth Services Group has extensive trial experience in probate and trust litigation, as well as estate tax preparation and compliance.
We respond to all clients’ needs using skills that transcend the typical estate planning practice.
Where You Need Us
Actionable Advice, Sophisticated Planning
We utilize a broad range of strategies and techniques, from traditional to esoteric, to prepare and implement estate plans for clients. Our services include:
Wealth Planning
Corporate/Mergers and Acquisitions (M&A)
Private Equity and Hedge Funds
Dodd-Frank Regulatory Compliance
Entity Formation and Maintenance
Intellectual Property
Real Estate Investment
Fiduciary, General Litigation and Dispute Resolution
Charitable Planning/Philanthropy
Luxury Assets
Digital Assets
Labor and Employment Law
Insurance
International Tax
Holland & Knight’s Private Wealth Services Group utilizes offices across the country and relationships that give us an international reach.
