Practice Areas: Private Wealth Services

Latest News:

Crawford Supply Group, Inc. v. LaSalle Bank, N.A. 2010 U.S. Dist. LEXIS 4691 (N.D. Ill. 2010) (3/11/2010)

New IRS Form 990 Stresses Compliance (3/10/2010)

view more news

Our Private Wealth Services team is one of the largest private client groups and is focused on handling the needs of high net worth clients. Our size, extensive experience, unmatched list of clients, and strong presence in strategic markets sets us apart from our competitors.

Providing comprehensive service to private clients is a priority for McGuireWoods. The group’s expertise includes:

  • 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.
  • 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 family offices.

Our experience and size also allow us to stay at the forefront of the development and analysis of 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 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, recently recognized the Private Wealth Services Group as one of the two best wealth management legal practices in the United States, and cited Ronald D. Aucutt, Dennis I. Belcher and Charles D. "Skip" Fox IV, as three of the most outstanding lawyers in the field nationally.  According to Chambers, "McGuireWoods climbs to the top band this year and is an established force in the market, having proved its mettle representing some of the wealthiest estates in the country.  Market sources are quick to highlight the superior service provided by the lawyers, saying, ‘Not only do they consistently deliver exceptional results, but they do so with incredible efficiency.’”  Chambers’ methodology includes conducting thousands of interviews by a team of 50+ full-time researchers.  The greatest weight in the interviewing process is placed on the views of clients.

See the following practice areas for more information: