Private Wealth

Arnall Golden Gregory's Private Wealth practice is structured to meet the complex wealth transfer needs of high net worth individuals. The group is led by its estate and gift tax planning lawyers, who bring knowledge of sophisticated strategies to the wealth transfer planning process. Our clients benefit from the time we invest to understand their wealth transfer objectives and the opportunities available to them to insure their needs are met. The group also includes other attorneys in the firm with experience important to our Private Wealth clients and their financial future. These lawyers have expertise in many related issues, including securities law, venture capital transactions, partnership taxation, real estate law, and estate litigation. Our goal is to provide the highest quality service to our clients through optimal utilization of the resources available within the firm as a whole.

Because the practice is focused exclusively on high net worth families, we are able to bring a unique depth of experience to bear on the complex issues facing these families.

The attorneys in the Private Wealth practice regularly lecture at professional conferences, have written extensively, with articles published in significant national publications including Trusts & Estates, and Estate Planning. One of our partners is a co author of the definitive treatise on estate planning and estate administration in Georgia.  Our lawyers are widely recognized as leaders in our field.  We have extensive experience with navigating the complexities, both tax and personal, of the transfer of wealth of family businesses. While the details are confidential, our experience is deep and successful. We have very effectively advised families on large wealth transfers prior to initial public offerings and prior to the sale of valuable business interests. These matters are usually ongoing representations which require regular meetings and an in-depth understanding of the clients’ circumstances.