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Practice/Industry Group Overview
Providing Sophisticated Wealth Management Counsel
Our private wealth practice is focused on representing high net-worth families and their closely held businesses. This practice includes the structure and operation of family offices and private trust companies, sophisticated estate and philanthropic planning, asset protection, multgenerational education and wealth-preservation planning.
Good wealth management and estate plans help individuals and families with some of their most important concerns:
- multigenerational transfer of wealth
- tax minimization strategies
- business continuity and succesion
- wealth transfer and tax aspects of concentrated asset positions
- sophisticated charitable planning strategies
Baker Hostetler provides these services and others designed specifically to meet the needs of affluent families. Our full-service practice gives clients the ability to draw on our legal experience in an array of related services nationwide.
Our private wealth lawyers have earned the confidence of generations of clients, meeting their needs with skill and sensitivity. We have decades of trust and estate counseling experience, and we are highly knowledgeable about federal and state tax laws as they relate to family businesses, charitable giving, wealth preservation and estate planning.
Personal Financial Planning
We understand that a fundamental part of wealth planning is effectively managing the challenges of your life today. We apply the latest financial and tax techniques to develop plans that help you get the most out of:
- Executive compensation and benefit programs
- Marital agreements
- Stock options and other equity-based compensation.
About Our Private Wealth Team
Baker Hostetler's private wealth team members have the skill and discretion to handle even the most sensitive and complex matters. Our senior lawyers have decades of trust and estate counseling experience, and all team members are highly knowledgeable about federal and state tax laws as they relate to family businesses, charitable giving, wealth preservation and estate planning. A number of our team members are CPAs, another illustration of how we combine top legal, business and financial experience.
About Baker Hostetler
Baker Hostetler lawyers help clients establish, maintain and protect market-leading positions across the United States and around the world. We offer clients the strength of 600+ lawyers in a full range of practices, a unique geographic platform including both the coasts and the center of the country, a deep knowledge of industry issues and a 90-year track record of excellence and achievement.
For more information on our Private Wealth Planning practice:
National Contacts
Edward J. Beckwith
202.861.1646
ebeckwith@bakerlaw.com
George Mooradian
714.966.8800
gmooradian@bakerlaw.com
Cincinnati
William Appleton
513.929.3403
wappleton@bakerlaw.com
Cleveland
Robert R. Galloway
216.861.7423
rgalloway@bakerlaw.com
Columbus
Edward J. Bernert
614.462.2687
ebernert@bakerlaw.com
Costa Mesa
George Mooradian
714.966.8800
gmooradian@bakerlaw.com
Denver
Raymond L. Sutton
303.764.4103
rsutton@bakerlaw.com
Houston
Lisa H. Pennington
713.646.1303
lpennington@bakerlaw.com
Los Angeles
John F. Cermak
310.442.8885
jcermak@bakerlaw.com
New York
Paul P. Eyre
212.589.4210
peyre@bakerlaw.com
Orlando
G. Thomas Ball
407.649.4004
tball@bakerlaw.com
Washington, DC
Edward J. Beckwith
202.861.1646
ebeckwith@bakerlaw.com
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