dcsimg Fiduciary Advisory Services

Fiduciary Advisory Services

Fiduciary Advisory Services, an offering of McGuireWoods’ Private Wealth Services Group, helps financial institutions maintain and enhance relationships with high-net worth customers and referral sources, attract new business, handle controversies when they arise, and manage and minimize risks. We provide comprehensive and dependable representation in all areas of estate planning, estate and trust administration, and wealth management. Our regular clients include banks and trust companies as well as lawyers and other professional advisers and fiduciaries.

Our group has been ranked as one of the top legal practices in the country for several years. Two of our lawyers were among only 45 named to Town & Country’s list of Best Trusts and Estates Lawyers in the United States and a number have also been listed in Best Lawyers in America. Also, our practitioners have assumed prominent roles in state and national organizations, including the American College of Trust and Estate Counsel (ACTEC), the American Bar Association (ABA), the American Bankers Association (also know as the ABA), and the Chicago Bar Association (CBA), among others.

Over the past few years, we have been quoted as authorities on the responsibilities of fiduciaries and the development of fiduciary policy, and our practice has been frequently cited as exceptional in the national and regional media. For example, an article in Estate Planning magazine described the handling of the estate of a well-known personality by our Private Wealth Service group as “lawyering that was both careful and imaginative.” Additionally, Bloomberg Personal Finance magazine called McGuireWoods a “highly regarded trust and estates firm.”

With respect to financial institutions, we serve our clients in the following areas:

  • Tax advice
  • Estate administration advice
  • Litigation counsel and support
  • Representation in tax litigation
  • Risk management
  • Registry of experts
  • Assistance to outside counsel
  • Consulting, training and education
  • Seminars for customers and professionals
  • Preparation of form books

CONTACTS

Ronald D. Aucutt Partner T: +1 703 712 5497
Dennis I. Belcher Partner T: +1 804 775 4304
Charles D. Fox IV Partner T: +1 434 977 2597
Results 1-5 of 5

RESULTS DEPEND ON A VARIETY OF FACTORS UNIQUE TO EACH CASE. PRIOR RESULTS DO NOT GUARANTEE OR PREDICT A SIMILAR OUTCOME.

Representative Matter

Major trade organization

Represented major trade organization in a variety of projects including teaching at national trust and graduate trust schools, preparing and updating instructional books and on-line instructional materials, conducting monthly teleconferences for trust professionals for over ten years, conducting webinars, and presenting on different topics at national meetings.
Representative Matter

Bankers association

Presentation of annual seminar for regional bank association on estate and gift tax issues
Representative Matter

Diversified financial services provider

Advice on environmental compliance policies of corporate trust department
Representative Matter

Privately owned bank

Provide advice on appropriateness of investments in particular private equity funds
Representative Matter

Trust operations of a mid-size bank

Performed a variety of services for trust operations of a mid-size bank in the mid-Atlantic Region.
Results 1-5 of 5
Hed Amitai Hed Amitai
Partner
11 Pilgrim Street
London EC4V 6RN
United Kingdom

T: +44 20 7632 1609
F: +44 20 7632 1638
vCard
Ronald D Aucutt Ronald D. Aucutt
Partner
1750 Tysons Boulevard
Suite 1800
Tysons Corner, VA 22102-4215

T: +1 703 712 5497
F: +1 703 712 5286
vCard
Michael H Barker Michael H. Barker
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1679
F: +1 804 698 4675
vCard
Herbert H Browne Jr. Herbert H. Browne Jr.
Counsel
201 North Tryon Street
Suite 3000
Charlotte, NC 28202-2146

T: +1 704 343 2043
F: +1 704 444 8713
vCard
Benjamin S Candland Benjamin S. Candland
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1047
F: +1 804 225 5341
vCard
Keonna Carter Keonna D. Carter
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 7848
F: +1 804 698 2227
vCard
Adam M Damerow Adam M. Damerow
Associate
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

T: +1 312 849 3681
F: +1 312 698 4553
vCard
W. Birch Douglass III W. Birch Douglass III
Counsel
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 4315
F: +1 804 698 2043
vCard
Meghan L Gehr Meghan L. Gehr
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 4714
F: +1 804 698 4676
vCard
Sally Doubet King Sally Doubet King
Partner
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

T: +1 312 849 3684
F: +1 312 849 3050
vCard
William M Long William M. Long
Partner
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

T: +1 312 750 8916
F: +1 312 920 6591
vCard
Michele A W McKinnon Michele A. W. McKinnon
Partner
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1060
F: +1 804 698 2115
vCard
Richard Risino Rich Risino
Associate
11 Pilgrim Street
London EC4V 6RN
United Kingdom

T: +44 20 7632 1708
F: +44 20 7632 1638
vCard
Bryan A Stark Bryan A. Stark
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1086
F: +1 804 698 2263
vCard
Gino Zaccardelli Gino Zaccardelli
Partner
1750 Tysons Boulevard
Suite 1800
Tysons Corner, VA 22102-4215

T: +1 703 712 5347
F: +1 703 712 5241
vCard
Results 1-5 of 5
Event

What You Do Not Know Can Hurt You

Issues Confronting Professional Fiduciaries

Tuesday, October 7, 2014
Chicago, IL
Speaking Engagement

ACTEC Annual Meeting

Joseph Trachtman Lecture

March 14, 2011
Results 1-5 of 5
Results 1-20 of 122
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Publication

Estate Tax Changes Past, Present and Future

McGuireWoods LLP
September 2014 (updated)
Legal Alert

Recent Cases of Interest to Fiduciaries

June 4, 2014
Legal Alert

Portability Election Made Easier for Estates of Decedents Who Died Before 2014

Executors of Decedents Who Die in 2014 or Later Are Still Subject to Stricter Time Limits

January 28, 2014
Legal Alert

Recent Cases of Interest to Fiduciaries

February 28, 2013
Legal Alert

UK High Value Residential Property

February 15, 2013
Legal Alert

Recent Cases of Interest to Fiduciaries

September 27, 2012
Legal Alert

Illinois Enacts Decanting Statute

September 4, 2012
Results 1-20 of 122