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:
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.
“This firm is much admired for the depth and breadth of its private client practice. Clients truly appreciate the firm's particular attention to client service as well as the extensive knowledge offered by its superb team.”
Chambers’ High Net Worth Guide
Procedural Missteps Lead to Loss of Tax Deductions for Charitable Gifts
November 10, 2022
IRS Offers Automatic Penalty Relief for Certain Nonprofits and Electronic Filing Tips
September 7, 2022
N.C. Adopts Remote Online Notarizing, Extends Emergency Video Notarizing and Witnessing
September 7, 2022
Recent Cases of Interest to Fiduciaries: July 2022
July 19, 2022
Virginia Supreme Court: Arbitration Clauses in Trusts Are Not Enforceable Against Beneficiaries
May 12, 2022