Greenberg Traurig’s Tax and Private Wealth Services Groups provide practical tax advice to high-net-worth individuals, private businesses, and financial institutions. Several GT Tax and Private Wealth Services shareholders are top-ranked in Chambers & Partners. Our attorneys serve as business counselors and legacy management stewards, guiding clients through the many complex legal and business issues that can impact their assets. In some ways, our practice is structured to operate like a virtual family office: we hold regular family meetings, team up with advisors, educate descendants, and provide a secure electronic environment for information aggregation. We believe in a business-like, disciplined approach to developing and managing legacies. Our approach to legacy 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.

  • Ultra-affluent: We serve as legacy stewards using a formal process to preserve, manage, and then transfer wealth. Taxes, creditor protection, management systems, and philanthropy are hallmarks of the planning process.
  • Private businesses: We assist business owners with exit planning, family succession, sales, employee stock ownership plans (ESOPs), and public offerings.
  • Financial institutions: We provide sophisticated tax and structuring advice to life insurance producer groups, life insurance companies, multi-family offices, and trust companies.