PRACTICE

Private Client Services

Overview

Pierson Ferdinand’s Private Client Services Team offers comprehensive guidance to high net worth individuals and families, both domestic and international, encompassing gift, estate, income, and generation-skipping tax planning. We are dedicated to crafting tailored, intricate estate plans, business succession strategies, and charitable giving blueprints, all designed to harmonize with each client's personal objectives. Emphasizing tax efficiency, we keep a vigilant eye on evolving laws, promptly identifying opportunities for fresh planning approaches and adjustments to existing plans.

  • Full Spectrum of Business Transactions

    Like traditional large law firms, we regularly assist clients in the full spectrum of business transactions and related company matters, a large portion of which involves mergers and acquisitions, capital markets, banking and credit, employment, regulatory, corporate governance and board advisory, intellectual property, and financial restructuring and reorganization, among others.  

  • Leveraging Technology

    Our Corporate team leverages cutting edge technology in all aspects of practice and our diverse all-partner teams focus on what matters most to our clients and stakeholders, delivering outcomes through shared values of strength, diversity, and collaboration.  

  • Forging Close Partnerships

    We believe in forging close partnerships with our clients to better understand their business operations, enabling us to provide more effective counsel and to deliver exceptional value during pivotal moments that often shape profoundly the trajectory and success of our clients’ businesses.

  • Effective Low-Leverage Platform

    Our unique low-leverage platform is not only more cost-effective, it allows us to focus on fewer, targeted engagements than our peers at traditional, elite law firms. This model allows us to get closer to our clients and to know their  businesses, preferences, and cadence, and to ultimately meet our clients where they are.

Capabilities

With a wealth of experience in managing sizable and intricate estates, often entailing cross-border complexities, our attorneys adeptly navigate all facets of estate administration. This includes probate procedures, asset valuation, post-mortem tax considerations, business and personal planning, estate tax return preparation, and advocacy for fiduciaries during Federal and state audits. We also oversee the equitable distribution of assets to beneficiaries and the establishment of trusts.

Our diverse clients spans entrepreneurs, closely held business proprietors, commercial real estate developers, artists, art collectors, multigenerational family members of substantial means, United States citizens living abroad, and non-United States citizens.

Collaboration is key at Pierson Ferdinand. Our Private Client Services partners frequently work in concert with our partners in areas such as tax, corporate, real estate, intellectual property, and employee benefits. This synergy ensures that we provide comprehensive wealth planning and wealth transfer services.

As respected authorities in intellectual property, patent law, and the burgeoning realm of digital assets, Pierson Ferdinand is prepared to advise owners and investors in innovative businesses on tax-efficient strategies for transferring interests to future generations and other beneficiaries.