Practice Areas & Industries: Greenberg Traurig, LLP

 





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Practice/Industry Group Overview

Greenberg Traurig's Wealth Management team provides practical tax advice to high-net-worth individuals, private businesses and financial institutions. Our Wealth Management Practice has received top national rankings in Chambers & Partners USA Guide every year since 2007. Our attorneys serve as wealth management stewards, guiding clients through the many complex legal and business issues that can impact their assets. Our practice is structured to operate like a virtual family office: we hold regular family meetings, team with advisors, educate descendants and provide a secure electronic environment for information aggregation.

Greenberg Traurig's approach to wealth management is applied to three groups: high-net-worth individuals, privately held businesses and financial service firms such as life insurance producer groups, family offices, and private trust companies. Our services are not limited to preparing legal documents such as wills and trusts, but also in helping families shape the future of their wealth. The depth of the GT platform enables us to provide more than the usual estate planning advice. We often work with our clients to address philanthropy, family office structures (including private trust companies), aircraft ownership and even the more personal aspects of wealth managements (including multi-generational wealth transfer, incentive based planning for youth and educational matters).

For successful business owners, who often find it lonely at the top, we offer individualized executive support. We assist with matters including building and preserving business value, executive compensation, and exit strategies that can be addressed with the privacy of their own counsel. Mindful of the fact that many business owners wealth is inextricably tied to their business, we combine business insights and personal wealth planning experience to offer advice tailored to our clients specific circumstances.

Our group is well aligned with most financial service firms in that we are both serving the needs of the well-to-do and private businesses which is the reason our firm is often sought to serve as outside counsel. We offer these firms years of experience and practicality, along with the counsel of our experienced legislative colleagues; thus we serve as more than technical support; we serve as the market barometer.