(571) 777-1000

High Net Worth Estate Planning Attorney

You’ve worked hard to build your nest egg. There are ways to plan for it and protect it. 

From estate planning to business succession planning, we help high net worth individuals and families keep more of what they earn and preserve it for generations to come.

What do lawyers for high net worth individuals do, exactly?

Many different estate planning tools exist that are pertinent for high net worth individuals and families. 

We offer guidance with:

  • Unique gifting programs
  • Specialty trusts
  • Asset protection from lawsuits or other turmoil
  • Minimizing estate taxes
  • Many other unique circumstances

Our team can help you safeguard the wealth and prosperity you have built.

To discuss your specific situation in greater detail, please call us at (571) 777-1000 or use our online contact form.

Preserving more of the legacy you’ve built

Preserve means to care for, maintain, or continue something and that’s exactly what we do for our clients. 

We help preserve the wealth they have built with a variety of different legal protection mechanisms such as:

High-net-worth planning explained

A high-net-worth individual is someone who has at least $1 million in assets. It is important for these assets to be carefully managed to preserve their value.

You can rely on our discretion, experience, and judgment to offer sound counsel. We can help protect your wealth for generations to come.

Some of the many individuals we offer high-net-worth estate planning for include:

High-net-worth families

Family-owned LLC’s

If you’re ready to discuss options for protecting generational wealth, retirement, transferring ownership in your business, or any of the key decisions you’ll face as a high-net-worth individual, call us at (571) 777-1000 or use our online contact form.

Unsure how to protect the life you’ve built?

There are several options for protecting your assets and achieving favorable financial results.

It takes skill and experience to navigate different challenges such as economic fluctuations, family issues, and personal aspirations. 

If you’re ready to put a plan in place to protect your legacy, we are ready to share our years of experience and knowledge with you. Together, we’ll examine your current situation and chart a path forward.

Why high-net-worth planning is so important

In the end, we are professional preservers. We help protect assets and preserve them for the long haul with the most appropriate legal document or action. 

Going through the planning process provides many benefits including:

Plan for disability or death

No one likes to think about disability or death, yet it’s something that happens every day. Don't leave a mess for your loved ones. We’ll look at your goals and values and create a rock solid roadmap for when you're gone.

Minimize tax liability

Transferring assets or gifting can quickly incur a tax bill if not performed in accordance with tax law. There are legal tools that can reduce tax liability and allow your estate to retain more of its wealth.

Shelters for asset transfers

Different forms of protection like trusts can help make the transfer of assets seamless. That will keep your affairs private and allows your loved ones to get more of what you're leaving them.

Having an exit strategy

At some point, you will have to look at making an exit from your business and charitable endeavors. We can show you different and advantageous ways to pass the torch.

Ready to see what we can do for you?

Our high-net-worth planning attorneys have the knowledge and experience to help you preserve your wealth and legacy. 

To get started, call (571) 777-1000 or use our online contact form.

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