PRIVATE CLIENT SERVICES

The FisherBroyles Private Client Services team advises domestic and international high net worth individuals and families on all aspects of gift, estate, income and generation-skipping tax planning. We work with our clients to create and implement individualized, sophisticated estate plans, business succession plans, and charitable giving plans. We focus on tax efficient plans that meet the personal goals of each client. Our team proactively advises our clients on rapidly changing laws that may afford our clients new planning opportunities or require adjustments to existing plans.

Our Personal Client Services team has extensive expertise in the administration of large and complex estates, often with cross border issues. Our attorneys handle all aspects of estate administration including probate, asset valuation, post mortem tax, business and personal planning, preparation of estate tax returns and representation of fiduciaries in Federal and state audits of those returns, distribution of assets to beneficiaries and funding of trusts.

Our clients include entrepreneurs, owners of closely held businesses, developers of commercial real estate, artists and art collectors, multigenerational members of wealthy families, US citizens living abroad and non US citizens.

The attorneys in the Private Client Services team regularly collaborate with other attorneys in our firm, particularly in the tax, corporate, real estate, intellectual property and employee benefits groups to provide full service wealth planning and wealth transfer services to our clients.

As recognized leaders in intellectual property, patent law, and the emerging field of digital assets, FisherBroyles is uniquely qualified to advise owners and investors of many types of cutting edge businesses on the transfer of interests in those businesses in tax efficient ways to future generations and other beneficiaries.