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
Charles D. Fox IV Partner T: +1 434 977 2597
Results 1-5 of 5
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, VA 22102-4215

T: +1 703 712 5497
F: +1 703 712 5286
vCard
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
vCard
Benjamin S Candland Benjamin S. Candland
Partner
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

T: +1 804 775 1047
F: +1 804 225 5341
vCard
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
vCard
Julienne DeWalt Julienne N. DeWalt
Associate
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

T: +1 804 775 7684
F: +1 804 698 2242
vCard
W. Birch Douglass III W. Birch Douglass III
Counsel
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

T: +1 804 775 4315
F: +1 804 698 2043
vCard
Kelly L Hellmuth Kelly L. Hellmuth
Counsel
Bank of America Tower
50 North Laura Street
Suite 3300
Jacksonville, FL 32202-3661

T: +1 904 798 3434
F: +1 904 360 6310
vCard
Meghan L Gehr Meghan Gehr Hubbard
Associate
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

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
Scott Masselli Scott W. Masselli
Attorney
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

T: +1 804 775 7585
F: +1 804 698 2228
vCard
Michele A W McKinnon Michele A. W. McKinnon
Partner
Gateway Plaza
800 East Canal Street
Richmond, VA 23219-3916

T: +1 804 775 1060
F: +1 804 698 2115
vCard
Ilan Weinberger Ilan Z. Weinberger
Associate
2001 K Street N.W.
Suite 400
Washington, DC 20006-1040

T: +1 202 857 2481
F: +1 202 828 3302
vCard
Gino Zaccardelli Gino Zaccardelli
Partner
1750 Tysons Boulevard
Suite 1800
Tysons, VA 22102-4215

T: +1 703 712 5347
F: +1 703 712 5241
vCard
Results 1-13 of 13
Event

New Developments in Wealth Planning

Tuesday, October 24, 2017
Richmond, VA
Event

12th Annual Fiduciary Advisory Services Seminar

Issues Confronting Institutional Fiduciaries

October 4, 2017
Chicago, IL
Event

Hot Topics in Employee Benefits

November 10, 2016
Complimentary Webinar
Event

11th Annual Fiduciary Advisory Services Seminar

October 5, 2016
Chicago, IL
Event

Proposed Section 2704 Regulations

August 11, 2016
Complimentary Webinar
Event

Top 10 Estate Planning and Estate Tax Developments of 2015

January 26, 2015
Charlotte, NC
Event

What You Do Not Know Can Hurt You

October 7, 2014
Chicago, IL
Speaking Engagement

ACTEC Annual Meeting

March 14, 2011
Results 1-13 of 13
Results 1-20 of 148
Show All
Publication

Estate Tax Changes Past, Present and Future

McGuireWoods LLP
October 2017 (updated)
Legal Alert

The WannaCry Cyberattack: Steps Businesses Must Take Now

Password Protected
May 15, 2017
Legal Alert

Recent Cases of Interest to Fiduciaries

May 8, 2017
Legal Alert

Brexit - UK Files for Divorce From European Union

What Should Companies Do Now to Prepare?

March 29, 2017
Legal Alert

Recent Cases of Interest to Fiduciaries

July 22, 2016
Legal Alert

North Carolina Court of Appeals Affirms the Unconstitutionality of a State Income Tax on a Non-North Carolina Trust

Kimberly Rice Kaestner 1992 Family Trust vs. North Carolina Department of Revenue

July 8, 2016
Legal Alert

To BREXIT or Not to BREXIT? That is the Question.

But What are the Consequences?

June 21, 2016
Legal Alert

Recent Cases of Interest to Fiduciaries

February 18, 2016
Legal Alert

Recent Cases of Interest to Fiduciaries

August 27, 2015
Legal Alert

Recent Cases of Interest to Fiduciaries

July 30, 2015
Results 1-20 of 148