The
Fowler Rodriguez Valdes-Fauli Private Clients Group represents individual clients throughout the world in all aspects of their business and personal affairs including:
- Domestic and international estate planning
- Estate and trust administration
- Tax planning and litigation
- Trusts and estates litigation
- Creation and administration of family partnerships, joint ventures and property holding vehicles
- Charitable activities including foundations
In addition, we help our clients to address a broad range of other personal matters, ranging from investment structures and personal real estate transactions to the purchase and sale of yachts and aircraft, personal financial matters and prenuptial and postnuptial agreements.
The Private Clients Group is experienced in comprehensive estate planning for business owners, wealthy individuals and their families. The Group frequently advises clients regarding tax efficient methods to transfer property to their spouses, children, grandchildren, charities and other beneficiaries. The Group is experienced in implementing estate plans through the use of wills, family and dynastic trust agreements, financial and health care powers of attorney and living wills, as well as limited partnership agreements, foundations and other agreements for complex estate planning.
The Private Clients Group represents many wealthy U.S. and foreign families in their legal affairs. The Group works extensively in coordination with international clients’ non-U.S. counsel and with lawyers in multiple other jurisdictions located around the world. This representation includes the structuring of ownership of U.S. investments and business interests, through corporations, trusts, partnerships and limited liability companies based upon the client’s needs and tax position. The Group has close relationships with leading lawyers in relevant jurisdictions throughout the world and can arrange and coordinate expert counsel where required.
The Private Clients Group regularly advises clients in the structuring and restructuring of ownership of closely held business enterprises, in the U.S. and abroad, to best achieve long term family goals in a tax efficient way. The Group has extensive experience in multi-generational tax planning for family businesses as well as the diversifications of family assets including concentrated positions in marketable securities.
