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

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.

    Protect Ya Neck: The Wu-Tang Clan, Independent Contractors and the Potential Expansion of Negligent Hiring Claims

    Instead of toiling over a 130-page private placement memorandum as an attorney or reviewing payroll as the head of the family business, imagine for a moment that you are Method Man, the de-facto lyrical leader of the Wu-Tang Clan. You and your Wu brethren have inked a deal with Escobar himself — Nas — to…
    Read more

    AmeriSource Decision a Difficult Pill to Swallow for Securities Plaintiffs

    The opioid crisis has garnered nationwide attention for decades and has resulted in thousands of lawsuits, subjecting pharmaceutical distributors to billions of dollars in damages.  AmerisourceBergen (“Amerisource”) — one of the “big three” largest pharmaceutical distributors in the U.S. — has frequently been accused of failing to adequately monitor and report suspicious orders of prescription…
    Read more

    Protection From Panic Starts With These Proactive Banking Strategies

    The fast and furious developments related to Silicon Valley Bank (“SVB”), Signature Bank, and others had depositors, employees, landlords, lawyers, accountants, and fiduciaries from nearly every sector scrambling for solutions to very real and challenging liquidity problems for their businesses and clients. Fortunately, after stepping in as receiver last Friday, the Federal Deposit Insurance Corporation…
    Read more