Private Wealth Services

McGuireWoods LLP’s Private Wealth Services team is focused on the unique needs of high net worth clients, providing comprehensive service to private clients across the globe. The depth and breadth of our experience, our presence in strategic domestic and international markets, and our dedication to shaping the wealth services landscape allow us to serve clients efficiently and effectively.

Our Private Wealth Services experience includes the following:

• Tailoring estate plans to the needs of family members in all generations
• Developing creative and effective techniques to transfer wealth on a tax-efficient basis even as the laws change
• Advising clients on succession issues in family businesses
• Drafting pre-nuptial and post-nuptial agreements and assisting in all aspects of marital dissolutions
• Helping clients with asset-protection strategies, both onshore and offshore
• Advising on cross-border tax issues
• Assisting corporate executives in minimizing taxes
• Creating charitable foundations
• Helping clients establish and operate family offices and private trust companies

Members of the Private Wealth Services group are active in developing and analyzing the estate planning, tax, family law, and probate issues affecting clients. At the national level, our lawyers contribute to the formation of tax policy by participating in the development of legislation, regulations and groundbreaking rulings, and often publish articles concerning trends and changes in the law. We are well positioned to serve local and national needs involving effective planning, aggressive prosecution of tax and fiduciary controversies, and resolution of policy matters at all levels.

Chambers, the international rating service for attorneys, has ranked the Private Wealth Services Group as one of the top wealth management legal practices in the United States for several years, and has specifically highlighted the capabilities of Ronald D. Aucutt, Dennis I. Belcher, Charles D. "Skip" Fox IV and John B. O’Grady. According to Chambers:

“This firm is much admired for the depth and breadth of its private client practice. Clients truly appreciate the firm's particular attention to client service as well as the extensive knowledge offered by its superb team.”

Chambers’ rankings are based on thousands of interviews of clients and legal peers conducted by a team of more than 50 full-time researchers. The greatest weight in the interviewing process is placed on the views of clients. The qualities on which law firms and individual practitioners are assessed include technical legal ability, professional conduct, client service, commercial astuteness, diligence, commitment, and other attributes most valued by the client.

See the following practice areas for more information:

• Estate Planning
• Family Businesses and Family Offices
• Fiduciary Advisory Services
• Fiduciary Litigation
• International Wealth Management and Tax
• Nonprofit and Charitable Advisory Services
• Tax Policy Counseling
• Trust and Estate Administration