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.

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    Diversity Driven Derivative Suits: Culture Wars Come to the Boardroom

    Traditionally deployed to protect a corporation from its board’s imprudent investment or financial decision-making, in recent years shareholders have taken to bringing derivative actions on a corporation’s behalf for its board’s alleged failure to pay more than lip service to the diversity, equity and inclusion (“DEI”) commitments the company publicly proclaims. Spurred in 2020 in…
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    Court Rulings Demonstrate That Privilege Is Not Always a Right

    Earlier this year, following oral argument and 16 amicus submissions, the Supreme Court dismissed as improvidently granted (“DIG”)[1] a writ of certiorari on the issue of whether communications involving both legal and non-legal advice are protected by the attorney-client privilege.[2] This red-hot issue was granted review following the decision styled In Re Grand Jury, in…
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