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Private Wealth Services

Private Wealth Services

When you have accumulated significant private wealth, managing and planning for that wealth becomes an ongoing responsibility. The Rogers Towers team of Private Wealth Services Lawyers are here to reduce that burden and help our clients make the most of their wealth.

Our attorneys offer a unique blend of backgrounds in finance, estate planning, tax, and corporate law. We are here to help you protect your wealth, grow it strategically, and distribute it wisely.

The Rogers Towers Private Wealth Services Lawyers provide legal representation and services to:

  • Individuals
  • Families
  • Closely-held businesses
  • Charitable organizations

By using a combination of lifetime, post-death, and succession planning techniques, we ensure that your wealth and businesses are transferred to your heirs and successors efficiently — and with as little tax burden as possible.

We are sensitive to the variety of disciplines that affect the net worth of your family and business interests, and our multidisciplinary approach to private wealth services allows us to involve experts in finance, estate planning, real estate, tax, and corporate law to achieve your precise goals.

Whatever your needs, you can count on us for smart, experience-based advice. We offer counsel on many issues, including:

  • Federal and state gift tax
  • Federal, state, and local tax compliance
  • Risk and security management
  • Investment management
  • Establishment of family offices
  • Development of family enterprises
  • Management of private wealth and affairs
  • Generating-skipping transfer taxes
  • Business succession planning
  • Charitable planning
  • Establishing tax-exempt organizations
  •  Estates and trusts (creation, administration, and litigation)
  • Asset protection
  • Corporate organization and governance
  • High-value asset acquisitions, dispositions, and ownership (e.g. aircraft, vessels, etc.)

Whether you are helping a loved one with estate planning matters, reorganizing and protecting your family’s assets, or preparing your family business for changes, we will make sure that your family and business wealth is protected.

Contact Our Experienced Florida Private Wealth Services Attorneys