Private Wealth Services

McGuireWoods’ private wealth services team represents five of the wealthiest families in America. Our clients also include international entertainers, professional athletes, banks and other businesses, executors and trustees, and nonprofits. That depth and breadth of experience has led to repeated recognition in Chambers’ High Net Worth Guide as a top firm for wealth management, with 11 of the firm’s lawyers singled out for honors.

Our presence in strategic domestic and international markets and dedication to shaping the wealth services landscape allow us to serve clients efficiently, effectively and globally. The PWS team:

  • tailors estate plans to the needs of family members across generations;
  • develops creative, tax-efficient wealth transfer techniques as laws change;
  • advises on succession issues in family businesses;
  • drafts pre-nuptial and post-nuptial agreements and assists with marital dissolutions;
  • devises onshore and offshore asset-protection strategies;
  • addresses cross-border tax issues;
  • minimizes taxes for corporate executives;
  • creates charitable foundations; and
  • helps clients establish and operate family offices and private trust companies.

Our lawyers contribute to the formation of U.S. tax policy by developing legislation and regulations. We serve local and national needs involving effective planning, advice to individual and corporate fiduciaries, aggressive prosecution of tax and fiduciary controversies, and resolution of policy matters at all levels. We represent clients in groundbreaking tax and fiduciary rulings and our global private client team provides families, family offices and the financial institutions that serve these groups access to a broad spectrum of legal services tailored to their unique needs.

McGuireWoods’ PWS partners are sought-after thought leaders and frequently serve in leadership roles for pre-eminent organizations, such as the American College of Trust and Estate Counsel (ACTEC), the International Academy of Estate and Trust Law, and the American Bar Association’s Section of Taxation.

Experience

  • REPRESENTATIVE MATTER

    Unitrust beneficiaries

    Representation of unitrust beneficiaries in the commutation of charitable remainder trusts and IRS filings associated with acts of self-dealing resulting from overpayment.

  • REPRESENTATIVE MATTER

    Trustee facilitating settlement among feuding beneficiaries

    Obtained favorable private letter ruling on behalf of trustee to facilitate a settlement among feuding beneficiaries.

  • REPRESENTATIVE MATTER

    Public charitable organizations and fiduciaries

    Represented public charitable organizations and fiduciaries in connection with suit to construe bequest or trust provisions for the benefit of the charitable organizations.

  • REPRESENTATIVE MATTER

    Personal representatives

    Represented personal representatives against claim in improper sale of business valued at more than $500 million.

  • REPRESENTATIVE MATTER

    Personal representatives

    Defended personal representative against claims of undue influence and fraud.

Team Leaders

Full Team
Back to top