Wealth Planning & Administration

Wildman Harrold’s Wealth Planning & Administration Practice provides a full range of legal counsel to high net-worth clients involving business succession planning, structuring estates, all types of trusts used in family wealth management and transfers, individual and business tax planning.

Our attorneys assist such clients with the management and transfer of substantial wealth utilizing many techniques including family limited partnerships and limited liability companies, asset protection, trusts, and installment sales.

Recognizing that many high net worth clients have a strong interest in utilizing sophisticated charitable planning techniques, the Wealth Planning & Administration Practice has become well-versed in complex areas, and, therefore, able to assist clients in utilizing various charitable giving techniques, including private foundations, supporting organizations, charitable remainder trusts, charitable lead trusts and charitable gift annuities.