Private Wealth Services

In the complex and ever-changing landscape of wealth management, clients require sophisticated counsel for individuals, businesses, organizations, foundations, and families to ensure the preservation of wealth, orderly transfers of businesses, and strategies to address all aspects of tax and estate planning.

The members of DarrowEverett’s Private Wealth Practice are a team of trusted advisors to private business owners, family-controlled companies, public companies, educational institutions, banks, high net worth individuals, family offices, charitable organizations, and private foundations. DarrowEverett provides an integrated and comprehensive array of legal services in this area beyond the traditional wealth transfer techniques of wills and trusts. These services include mediation, succession planning, asset protection, tax structuring, charitable gift preparations, and setting up philanthropic activity arrangements. Our clients benefit from our continued collaboration with bankers, accountants, investment managers, executors, and trustees.

Our Private Wealth attorneys provide extensive insight regarding a wide range of issues, including but not limited to:

  • Estate, Gift, & Generation-Skipping Tax Planning
  • Estate Planning (Wills & Trusts)
  • Probate & Fiduciary Litigation
  • Regulatory & IRS Litigation
  • Dispute Resolution
  • Federal, State, & Local Tax Planning
  • International Taxation
  • Management of Nonprofit Assets
  • Preferred Partnerships
  • Charitable Giving
  • Asset Protection

Recent Matters

Private Wealth Services

Assisted client with pre-immigration planning from South America using various trust and corporate structures as well as achieving step-up in basis to the fullest extent of their assets.

 

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Contact our Private Wealth Services Group.

Please contact us to let us know how DarrowEverett can serve you.

    DE Insights

    Our team wants you to stay informed about legal and regulatory developments that impact your business.

    Investment Advisors Face Added Regulation That Could Potentially Impact Litigation

    On February 13, 2024, FinCEN issued a Notice of Proposed Rulemaking (NPRM) to deter criminals and foreign adversaries who seek to potentially compromise the U.S. financial system and assets through investment advisors. If passed, the new rule would make investment advisors subject to the Bank Secrecy Act (BSA) by expanding the definition of “financial institution”…
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    SEC’s New Rules Give SPACs, Target Companies Much to Consider

    On January 24, 2024, the U.S. Securities and Exchange Commission (the “SEC”) adopted new final rules relating to special purpose acquisition companies (“SPACs”). The new rules affect both initial public offerings (“IPOs”) for SPACs and so-called “de-SPAC” transactions involving target companies who enter into a business combination with SPACs. In summary, the new rules appear…
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    Venture Debt: Down Round Protection Without Triggering Downside Provisions

    There is increasing chatter in the startup and investor space surrounding venture debt. It is not at all surprising that as the availability of ready capital has contracted considerably over the past two years, debt and debt-like items have come to the front of mind. It is tempting to think that it is only venture-backed…
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