Wealth Management

Attorneys in our Wealth Management Practice provide sophisticated legal and tax advice to wealthy individuals and families, owners of closely held businesses, institutional fiduciaries, charitable organizations, and other professionals and family offices that serve such individuals and families.

Although a substantial portion of the practice involves the creation of planning arrangements that minimize or eliminate estate, gift, generation-skipping transfer, and/or income taxes, the Wealth Management Practice is sharply focused on clients' needs and strategies that address family and financial matters as well as tax concerns. We have clients in almost every U.S. jurisdiction, along with a substantial group of clients who reside outside the U.S. We also have wealth management lawyers in our London Office who advise on U.K. estate and trust issues, as well as multinational planning matters.

Featured Experience
Contact(s)
Kenneth G. Hochman
Cleveland
+1.216.586.7167
kghochman@jonesday.com