Global Private Client

The high-net-worth population is a growing segment throughout the world. It is one that is emblematic of how wealth is being generated globally. These clients often have family members, assets, businesses and, consequently, complex legal interests throughout the world — in many ways, legal needs similar to those of large global companies. They demand integrated, holistic global legal representation, and McGuireWoods’ multidisciplinary Global Private Client team delivers just that.

The Global Private Client practice taps into resources across the firm to provide families, family offices and trust companies with a wide range of legal services tailored to their unique needs. Whether advising on a large cross-border real estate acquisition or developing a tax-efficient global plan to transfer family wealth to future generations, the Global Private Client team has the knowledge, experience and resources to represent these clients in everything they do.

Key Strengths of the Global Private Client Practice

  • McGuireWoods’ Global Private Client practice provides clients with access to a broad spectrum of global legal services – all tailored to the unique needs of families, family offices and the financial institutions that serve these clients.
  • The Global Private Client team is versatile and focuses on delivering innovative, yet practical, legal strategies and solutions.
  • Clients of the practice range from entrepreneurs wishing to establish a family office, to global families managing wealth in the multibillions, to some of the world’s most renowned trust companies.
  • The Global Private Client team has experience with a wide range of global family structures and our lawyers pride themselves on delivering efficient, strategic and results-oriented solutions for its clients.
  • Our lawyers work collaboratively with existing family advisers, including other legal counsel, trustees, accountants and other trusted advisers.
  • We represent clients throughout the globe, including clients resident in Asia, the Middle East, Eastern Europe, Central and South America and Africa.

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Representation of Families and Family Offices

The Global Private Client practice represents U.S. and non-U.S.-based families and family offices, with deep experience advising these clients on their cross-border financial and personal interests involving the United States. With respect to non-U.S. families this may include family members possessing U.S. citizenship or residency, ownership of U.S.-based property (such as vacation properties, automobiles, yachts and aircraft), acquisition and disposition of U.S. businesses and real estate, establishing a U.S.-based family office or immigration to the United States. Similarly, for U.S. families, this may include acquisition and disposition of global investments (both businesses and financial assets), expatriation from the United States, ownership of global personal property and establishment of family offices and global tax structuring.

Representation of Trust Companies

In addition to representing families, individuals and family offices, our Global Private Client team represents the financial institutions that service these groups, including some of the world’s most well-known and respected trust companies and private banks. We understand trust companies’ role as fiduciaries and their need for first-class, multidisciplinary global legal service.

Tax and Private Wealth Services

Tax lawyers serving on the Global Private Client team include members of McGuireWoods’ top-ranked Private Wealth Services group and lawyers from our highly-ranked transactional tax practice. Our team routinely develops global structures designed to holistically address U.S. estate tax exposure, while also mitigating global income taxes. Our experience in this area includes leveraging global tax regimes to reduce global tax burden, use of tax treaties and strategic deployment of global investment structures, managing global tax reporting, global taxation of trusts and managing global information reporting, including counseling clients on compliance with the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards as they are adopted throughout the globe. The Global Private Client team has deep experience assisting families manage, and often minimize, their obligations under newly-enacted tax reporting and information exchange regimes throughout the world.

Corporate and Direct Investing Services

Members of McGuireWoods’ corporate and business law teams are an integral part of the Global Private Client practice. Our corporate lawyers specialize in representing families and family offices in all aspects of their business and investing needs. We help our clients navigate the complex cultural, legal, tax and business challenges posed by cross-border transactions. The Global Private Client team routinely assists families and family offices develop and execute direct investing plans involving all industries including real estate, hospitality, oil and gas, life sciences, technology and manufacturing.

Leveraging the McGuireWoods Platform

McGuireWoods’ Global Private Client practice leverages the firm’s global reach. With more than 1,000 lawyers in 23 offices, and lawyers who speak more than 35 languages, the Global Private Client practice delivers comprehensive legal services on a global scale.

McGuireWoods is consistently ranked as one of the top law firms for wealth management in leading legal publications across the globe. The firm received the highest ranking—Band 1—for Private Wealth Law (nationwide and in Washington, D.C.) in Chambers and Partners’ inaugural High Net Worth Guide, with five of our lawyers recognized as notable practitioners. In Chambers USA: America’s Leading Lawyers for Business, McGuireWoods has earned Band 1 recognition in Nationwide Wealth Management eight times. Our London office is recognized on Legal 500 UK’s list of top law firms in the Private Client: Personal Tax, Trusts and Probate category.

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CONTACTS

Matthew D. McKim Partner and Co-chair T: +1 312 849 8156
Matthew C. Sperry Partner and Co-chair T: +1 312 849 8155
Results 1-11 of 11
Representative Matter

Acquisition in a Section 363 bankruptcy proceeding

Representation of the family office of a multinational, non-U.S.-based family in its acquisition in a Section 363 bankruptcy proceeding of a leading developer of road and paving technologies.
Representative Matter

Acquisition of a German-based manufacturer

Representation of the family office of a multinational, non-U.S.-based family in its acquisition of a German-based manufacturer of precision industrial equipment.
Representative Matter

Acquisition of a global hotel management company

Representation of a multinational, non-U.S.-based family in its acquisition of a global hotel management company.
Representative Matter

Acquisition of numerous private aircraft

Representation of a multinational, non-U.S.-based family in its acquisition of numerous private aircraft, including developing and implementing a tax efficient structure for the aircraft and registering the aircraft with the FAA.
Representative Matter

Representation of a family office

Representation of a family office of a multinational, non-U.S.-based family in its investment in global oil and gas properties, including the negotiation of a long-term development arrangement.
Representative Matter

Representation of a multinational, non-U.S.-based family

Representation of a multinational, non-U.S.-based family in its acquisition of a majority stake in a non-U.S. consortium established to effectuate a circa $2 billion acquisition and redevelopment project of a trophy property in one of the top markets in the United States.
Representative Matter

Representation of many U.S. and non-U.S. multinational families

Representation of many U.S. and non-U.S. multinational families managing multiple billions of dollars of wealth with respect to "institutionalization" of their wealth over many generations and jurisdictions, including establishment of licensed trust companies, family banks, and related structures facilitating the clients’ needs.
Representative Matter

Representation of U.S. and non-U.S. families

Representation of U.S. and non-U.S. families in their worldwide organizational and tax structures designed to reduce the incidence of worldwide income, capital, gift, estate and generation-skipping taxes, including the establishment of foreign trusts for the benefit of U.S. family members and counseling with respect to new U.S. expatriation taxes imposed upon such families.
Representative Matter

Representation of U.S. families investing outside the United States

Representation of U.S. families investing outside the United States and implementation of planning involving “controlled foreign corporations,” “passive foreign investment companies” and managing all aspects of the “accumulation distribution” regime with respect to a U.S. family with assets and wealth outside the United States.
Representative Matter

Various tax and succession representations

Various tax and succession representations of multinational, non-U.S.-based families with younger, U.S. generations in tax-efficient succession of assets to future generations.
Representative Matter

Various tax, immigration and legal representations

Various tax, immigration and legal representations of multinational, non-U.S.-based families immigrating to the United States and U.S. families “expatriating” from the United States.
Results 1-11 of 11
Hed Amitai Hed Amitai
Partner
11 Pilgrim Street
London EC4V 6RN
United Kingdom

T: +44 20 7632 1609
F: +44 20 7632 1638
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Michael H Barker Michael H. Barker
Associate
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

T: +1 804 775 1679
F: +1 804 698 4675
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Anitra T Cassas Anitra T. Cassas
Partner
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

T: +1 804 775 4727
F: +1 804 698 2000
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Paul Coury Paul R. Coury
Associate
Tower Two-Sixty
260 Forbes Avenue
Suite 1800
Pittsburgh, PA 15222-3142

T: +1 412 667 7982
F: +1 412 667 6050
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Adam M Damerow Adam M. Damerow
Partner
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

T: +1 312 849 3681
F: +1 312 698 4553
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Abby Farnsworth Abbey L. Farnsworth
Associate
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

T: +1 804 775 4782
F: +1 804 698 2147
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Charles D Fox IV Charles D. Fox IV
Partner
Court Square Building
310 Fourth Street, N.E.
Suite 300
Charlottesville, VA 22902-1288

T: +1 434 977 2597
F: +1 434 980 2280
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Christina S. Hammervold
Associate
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

T: +1 312 849 8213
F: +1 312 698 4536
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Nicholas Heuer Nicholas J. Heuer
Associate
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

T: +1 312 849 3654
F: +1 312 698 4549
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David Z Izakowitz David Z. Izakowitz
Senior Counsel
Court Square Building
310 Fourth Street, N.E.
Suite 300
Charlottesville, VA 22902-1288

T: +1 434 977 2574
F: +1 434 980 2268
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Robert G McElroy Robert G. McElroy
Partner
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

T: +1 312 849 3692
F: +1 804 698 2112
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T:+1 804 775 1067
F: +1 804 698 2112

Matthew D. McKim Matthew D. McKim
Partner
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

Tower Two-Sixty
260 Forbes Avenue
Suite 1800
Pittsburgh, PA 15222-3142

T: +1 312 849 8156
F: +1 312 698 4512
vCard

T:+1 412 667 7930
F: +1 312 698 4512

Sean F Murphy Sean F. Murphy
Partner
1750 Tysons Boulevard
Suite 1800
Tysons, VA 22102-4215

T: +1 703 712 5487
F: +1 703 712 5243
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Oliver Sharp
Associate
11 Pilgrim Street
London EC4V 6RN
United Kingdom

T: +44 20 7632 1605
F: +44 20 7632 1638
vCard
Matthew C. Sperry
Partner
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

T: +1 312 849 8155
F: +1 312 698 4513
vCard
Jacquelyn E Stone Jacquelyn E. Stone
Partner
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

T: +1 804 775 1046
F: +1 804 698 2183
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Gerald Thomas Gerald V. Thomas II
Partner
Promenade
1230 Peachtree Street, N.E.
Suite 2100
Atlanta, GA 30309-3534

T: +1 404 443 5614
F: +1 404 443 5776
vCard
Christina Joubran Zarou Christina Joubran Zarou
Counsel
Bank of America Tower
50 North Laura Street
Suite 3300
Jacksonville, FL 32202-3661

T: +1 904 798 2670
F: +1 904 798 3269
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Results 1-6 of 6
Event

12th Annual Fiduciary Advisory Services Seminar

Issues Confronting Institutional Fiduciaries

October 4, 2017
Chicago, IL
Event

Post-Election Program

November 10, 2016
Complimentary Webinar
Event

New Developments in Wealth Planning

October 26, 2016
Richmond, VA
Event

11th Annual Fiduciary Advisory Services Seminar

October 5, 2016
Chicago, IL
Event

Proposed Section 2704 Regulations

August 11, 2016
Complimentary Webinar
Event

New Developments in Tax and Wealth Planning

April 19, 2016
Charlotte, NC
Results 1-6 of 6