Wealth Transfer Planning


At the heart of our Private Wealth practice is wealth transfer planning for ultra high net worth families. Our exclusive focus on the needs of high net worth families gives us unparalleled expertise and understanding of sophisticated issues which face our clients and the strategies which are available to solve their problems. Our attorneys have been widely recognized for our strong depth of experience in this area. One of our partners is the co-author of the book Georgia Estate Planning and Estate Administration, the leading treatise in our state, and multiple lawyers have been recognized as Best Lawyers in our field. The reach of our wealth transfer planning practice is broad, stretching from Florida to New England and westward. Among our clients are some of the wealthiest families in the country. We are proud that a number of families have worked closely with us for several generations.

We understand that we are both tax lawyers and family advisors. We combine a sophisticated knowledge of the laws relevant to estate and gift taxation with a unique ability to listen and ascertain our clients’ goals in order to carry out the desires of our clients. We have especially deep experience working on the needs of valuable, closely held businesses both in regard to tax strategies to transfer valuable business assets and also with respect to crafting solutions for business succession planning and other issues which face complex family businesses.

We also have extensive experience working with families prior to major liquidity events, including both the sale of businesses and initial public offerings. We draw on the expertise of lawyers in our group as needed for specialty issues such as securities law and corporate law.

We do not try to be “all things to all people.” We work exclusively on the needs of ultra high net worth families to ensure that they get the highest quality service delivered in a timely manner.

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