财富规划与保存

  • Holland & Knight的私人财富服务律师通过复杂的财富转移安排,协助高净值客户实现并维持其财务和财富规划目标。
  • 我们不断地与家庭和他们的顾问合作,设计和实施全面的计划,以匹配和调整每个家庭的不同属性。
  • 我们明白财富是通过团队努力建立、保护和转移的。因此,我们鼓励每个客户组建一个专业团队,共同设计和实施一个平衡当前和未来需求的计划。新万博manbetx官网下载
场

概述

Holland & Knight私人财富服务公司的律师代表高净值个人和家庭,包括私人和上市公司的高管;私人股本、风险资本和对冲基金公司的负责人;以及企业家、名人和私人控股企业的所有者,在企业继承规划和财富转移的各个方面。

复杂的计划需要理解和关注

根据我们的经验,成功的财富规划和保存最有效的方法是花时间了解每个客户的长期目标、家庭状况、企业控股和保险范围,以确保我们在建议行动方案之前了解大局。我们设计的每个理财计划都是独一无二的,因为每个客户的当前情况和长期目标都不同。

我们制定的每一个全面的终身财富转移计划都包含一个迭代过程,其中包括持续关注和适应,以确保它对您当前的情况和未来目标的变化保持响应。随着财富、家庭环境和法律的变化,计划也必须改变。因此,我们在您的一生中与您合作,与您的其他专业顾问合作,帮助您实现和保持您的目标,并保存您的家族遗产。我们的遗产规划律师提供关于财富转移规划技术的建议,如:

  • 尖端终身礼物计划,包括多代计划
  • 复杂的慈善计划
  • 私人基金会
  • 人寿保险计划,包括不可撤销人寿保险信托和分割美元安排

继任计划分析

随着美国规模最大的一代企业主开始考虑退休,有些人发现自己在离开公司时状态更好了,他们相信自己的目标将会实现,无论这些目标包括一个正的现金流,以支持他们的下一个阶段,还是他们的遗产的延续。然而,企业主的个人财务成功往往与他们企业的未来不可避免地交织在一起。然而,大多数企业主不知道如何评估这种共生关系的要素,以便最大限度地利用他们的辛勤工作。

据估计,超过70%的家族企业无法在从创始人到第二代的过渡中存活下来,这主要是因为继任者不切实际、计划不周或缺乏兴趣。如果您的目的是保存您的业务遗产,我们团队的一名在复杂的业务和遗产规划方面具有多年经验的成员将对所有文件和规划过程进行深入分析。你需要对你所有的工作和个人事务进行公正的评估,包括:

  • 公司文件、结构和业务计划
  • 哲学方面的考虑
  • 协调遗产规划文件和业务继承计划
  • 地产控股有限公司
  • 人寿保险和流动性需求

为私募股权公司制定计划

我们的私募股权工作的一个关键方面是为基金负责人(包括基金经理和对冲基金经理),以及风险资本家和房地产开发商进行特别规划。我们定期协助基金负责人设计及实施节税的财富转移策略。私人股本基金的独特性质要求这类基金的负责人进行专门的规划。任何财富转移战略的实施都需要仔细注意本金的所有权权益、基金文件和瀑布式分配。我们与私人股本基金负责人密切合作,安排涉及其基金附带权益的转移。在这种转移之后,开发了大量的额外规划机会,旨在最大限度地实现未来财富转移,同时尽量减少总体家庭转移税。

遗产、遗嘱认证和信托管理

我们还从事所有方面的遗嘱认证和信托管理,包括住所和附属。除了管理过程中,我们的律师协助受托人涉税活动进行地产,包括制备遗产税和所得税申报表,表示在房地产税收争议,综合事后规划、以及合格的免责声明和使用前转移税。

我们的团队还就信托管理的不同方面向受托人提供咨询,包括文件解释、本金和收入分配、审慎投资者问题和统一信托法典下产生的问题,以及州和联邦税收问题。

你这边的顶尖律师

我们的私人财富服务集团拥有丰富的经验为我们的客户处理广泛的工作。我们的团队成员素质高,对变化反应灵敏,被各种出版物公认为私人财富行业的领导者。

最近认识包括:

  • 美国东海岸年度私人客户团队,2020年钱伯斯高净值指南
  • 全国私人财富法领先律所,2016-2020钱伯斯高净值指南
  • 2017年信托与不动产法律年度最佳律师事务所美国新闻-最佳律师“最佳律师事务所”指南
  • 2014-2021年信托和不动产法一级排名美国新闻-最佳律师“最佳律师事务所”指南
  • 2017年,美国信托与不动产法领域排名第一的律所美国新闻-最佳律师“最佳律师事务所”指南

案例研究

多媒体

Immigration attorney Leon Fresco, national security attorney Jason Klitenic and private wealth attorney Lauren Klein co-hosted a webinar discussing how to navigate U.S. immigration and taxation laws when significant wealth is involved. In recent years, wealthy non-U.S. individuals have established a greater presence in the United States, generally through direct investment in U.S. assets, student visas or other avenues. Our attorneys discussed how to determine the right visa classification based on the client's present and future goals, what to do when encountering and addressing national security issues arising in connection with U.S. visas, and other immigration matters. They also analyzed U.S. federal tax considerations for various U.S. visa classifications.

\n

Duration: 52:24

\n

Upcoming Webinars

\n
    \n
  • Tax Controversy, Thursday, May 13, 2021
  • \n
  • Nonprofits, Thursday, June 10, 2021
  • \n
  • Tax Planning for International Clients in Three Parts, July 2021
  • \n
  • International Private Equity Planning, August 2021
  • \n
  • International Estate Administration, September 2021
  • \n
","link":{"label":"Navigating the U.S. Immigration System in a Time of Uncertainty","url":"/en/insights/media-entities/2021/04/navigating-the-us-immigration-system-in-a-time-of-uncertainty","AbsoluteUrl":"//www.efaxnow.com/en/insights/media-entities/2021/04/navigating-the-us-immigration-system-in-a-time-of-uncertainty","target":"","rel":""}},{"image":{"url":"/-/media/images/insights/media-entities/2021/03/media_intl_private_client_march_webinar_still.jpg","alt":"Ongoing Post-Election Coverage Issues for International Clients"},"description":"

Private Wealth Services attorney Sean Tevel and tax attorney Joshua Odintz discussed the current state of the tax reform landscape and provided guidance on the best ways that private clients and their advisors can be prepared for potential tax reform. There has been much discussion on tax reform under the Biden Administration, and although no formal legislative proposals have been released, reform could come about with respect to U.S. federal transfer taxes and U.S. federal income taxes. These potential changes could significantly affect the way international families transfer their wealth, recommended structures for foreign investment into the United States and planning for U.S. persons with businesses and investments abroad.

\n

Duration: 50:57

\n

Upcoming Webinars

\n
    \n
  • Immigration, Thursday, April 8, 2021
  • \n
  • Tax Controversy, Thursday, May 13, 2021
  • \n
  • Nonprofits, Thursday, June 10, 2021
  • \n
  • Tax Planning for International Clients in Three Parts, July 2021
  • \n
  • International Private Equity Planning, August 2021
  • \n
  • International Estate Administration, September 2021
  • \n
","link":{"label":"Ongoing Post-Election Coverage Issues for International Clients","url":"/en/insights/media-entities/2021/03/ongoing-post-election-coverage-issues-for-international-clients","AbsoluteUrl":"//www.efaxnow.com/en/insights/media-entities/2021/03/ongoing-post-election-coverage-issues-for-international-clients","target":"","rel":""}},{"image":{"url":"/-/media/images/insights/media-entities/2021/01/media_crossborderprenupwebinar_still.jpg","alt":"Cross Border Prenuptial Agreements: Navigating the Dangerous Shoals of Love, Wealth and Marriage Involving Multiple Countries of Origin, Domicile and Residence"},"description":"

The drafting and negotiation of prenuptial agreements is an area that can be fraught with complexity and danger for the lawyers involved. These issues are greatly magnified when the agreements involve international couples. Private Wealth Services Attorney Mark Haranzo discussed how best to approach these agreements, addressing such topics as potential jurisdictions; considerations of governing law, including the understanding of the family laws in the potential jurisdictions; and the requirements and enforceability of prenuptial agreements in each jurisdiction, as well as selection and collaboration with experts in those jurisdictions.

\n

Duration: 51:39

\n

Upcoming Webinars

\n
    \n
  • Divorce in a Post-Tax Reform World with a Focus on Cross Border IssuesWednesday, February 17, 2021
  • \n
  • Ongoing Post-Election Coverage Issues for International Clients, Wednesday, March 17, 2021
  • \n
  • Immigration, Thursday, April 8, 2021
  • \n
  • Tax Controversy, Thursday, May 13, 2021
  • \n
  • Nonprofits, Thursday, June 10, 2021
  • \n
  • Tax Planning for International Clients in Three Parts, July 2021
  • \n
  • International Private Equity Planning, August 2021
  • \n
  • International Estate Administration, September 2021
  • \n
","link":{"label":"Cross Border Prenuptial Agreements: Navigating the Dangerous Shoals of Love, Wealth and Marriage Involving Multiple Countries of Origin, Domicile and Residence","url":"/en/insights/media-entities/2021/01/cross-border-prenuptial-agreements","AbsoluteUrl":"//www.efaxnow.com/en/insights/media-entities/2021/01/cross-border-prenuptial-agreements","target":"","rel":""}},{"image":{"url":"/-/media/images/insights/media-entities/2020/11/media_hnwtaxpayers_still.jpg","alt":"HNW Taxpayers webinar"},"description":"

Holland & Knight and Chambers and Partners co-hosted a webinar discussion on the possible impacts of the U.S. elections on high-net-worth (HNW) taxpayers. Private Wealth Services Partners Sean Tevel, Mark Haranzo and Christopher Boyett covered topics including how to prepare for possible changes in U.S. income tax, estate tax and gift tax laws; how to prepare for new structures for foreign investment in U.S. real estate, securities and operating businesses; and how to prepare for possible changes for multijurisdictional families with U.S. persons owning assets and operating businesses abroad.

\n

Registration is required to view this program.

","link":{"label":"Planning During Uncertain Times: How The U.S. Elections May Impact HNW Taxpayers","url":"/en/insights/media-entities/2020/11/planning-during-uncertain-times-how-the-us-elections-may-impact-hnw","AbsoluteUrl":"//www.efaxnow.com/en/insights/media-entities/2020/11/planning-during-uncertain-times-how-the-us-elections-may-impact-hnw","target":"","rel":""}},{"image":{"url":"/-/media/images/insights/media-entities/media_audio_still.jpg","alt":"sound waves"},"description":"Private Wealth Services Partner Vivian Lee Thoreen was featured on a WealthManagement.com podcast about high-profile celebrity estates and estate-planning issues at the heart of each case. In this episode, Ms. Thoreen discussed her representation of Richard Pryor, an American actor, writer and influential comedian. Based on his case, she described red flags that might indicate elder abuse and covered issues such as how advisors are protected when filing an elder abuse report.
\n
\nDuration: 26:21","link":{"label":"Celebrity Estates: Richard Pryor's Elder Abuse","url":"/en/insights/media-entities/2020/10/celebrity-estates-richard-pryors-elder-abuse","AbsoluteUrl":"//www.efaxnow.com/en/insights/media-entities/2020/10/celebrity-estates-richard-pryors-elder-abuse","target":"","rel":""}},{"image":{"url":"/-/media/images/insights/media-entities/2020/08/media_legal_issues_associated_part2_still.jpg","alt":"Zoom slide still image"},"description":"

Political law attorneys Charles Borden and Samuel Brown and private wealth services attorney Patrick Duffey gave a presentation that addressed political contribution limits and prohibitions, pay-to-play rules, different vehicles for electoral engagement, pitfalls for the unwary and practice tips for ultra-high-net-worth (UHNW) individuals and their advisors.

\n

Click here to view the slides from the presentation.

\n

Duration: 57:34

\n

More Presentations in this Series

\n","link":{"label":"Part 2: Legal Issues Associated with Potential Involvement in the 2020 Elections","url":"/en/insights/media-entities/2020/08/part-2-legal-issues-associated-with-potential-involvement","AbsoluteUrl":"//www.efaxnow.com/en/insights/media-entities/2020/08/part-2-legal-issues-associated-with-potential-involvement","target":"","rel":""}},{"image":{"url":"/-/media/images/insights/media-entities/2020/08/media_legal_issues_associated_part1_still.jpg","alt":"Zoom slide still image"},"description":"

Private wealth services and government-focused attorneys Ronald Klein, Dimitri Karakitsos, Mark Haranzo, Patrick Duffey and Senior Policy Advisor Scott Mason gave a presentation on what changes to the electoral map could mean for ultra-high-net-worth (UHNW) clients and how these changes might affect their planning goals and priorities.

\n

Click here to view the slides from the presentation.

\n

Duration: 1:03:19

\n

More Presentations in this Series

\n","link":{"label":"Part 1: What do Changes to the Electoral Map Mean to UHNW Clients?","url":"/en/insights/media-entities/2020/08/part-1-what-do-changes-to-the-electoral-map-mean","AbsoluteUrl":"//www.efaxnow.com/en/insights/media-entities/2020/08/part-1-what-do-changes-to-the-electoral-map-mean","target":"","rel":""}},{"image":{"url":"/-/media/images/insights/media-entities/media_audio_still.jpg","alt":"sound waves"},"description":"

Private Wealth Services Partner Joshua Husbands was featured on the Portland Business Journal's Thought Leadership podcast. He shared insights on the current political climate and how it may affect estate tax legislation. He also identified steps a high-net-worth individual should take if they are interested in taking advantage of the available federal estate tax exemption and how non-resident income tax planning may be beneficial for business owners in the Pacific Northwest.

\n

Duration: 14:46

","link":{"label":"How Today’s Political Environment Impacts Estate Planning for Family Business Owners and High-net-worth Individuals (Podcast)","url":"/en/insights/media-entities/2020/03/how-todays-political-environment-impacts-estate-planning","AbsoluteUrl":"//www.efaxnow.com/en/insights/media-entities/2020/03/how-todays-political-environment-impacts-estate-planning","target":"","rel":""}},{"image":{"url":"/-/media/images/insights/media-entities/media_audio_still.jpg","alt":"sound waves"},"description":"

Vivian Thoreen, chair of Holland & Knight's national Private Wealth Services Dispute Resolution Team, was featured on a podcast for WealthManagement.com. Ms. Thoreen draws on her experience representing actor Mickey Rooney and his estate in elder abuse and estate litigation to discuss how to help clients better understand estate planning to prevent or minimize post-death litigation. She covers topics such as red flags for advisers when working with clients and tips for having effective conversations about the division of estates.

\n

Duration: 30:09

","link":{"label":"Mickey Rooney, Elder Abuse and Post-Death Litigation","url":"/en/insights/media-entities/2020/02/dead-celebrity-podcast","AbsoluteUrl":"//www.efaxnow.com/en/insights/media-entities/2020/02/dead-celebrity-podcast","target":"","rel":""}},{"image":{"url":"/-/media/images/insights/media-entities/2018/07/precontest-planning/videostillimage/mediaaudiostill.jpg","alt":"Pre-Contest Planning"},"description":"

Private Wealth Services attorney Vivian Thoreen was featured on the ACTEC Trust and Estate Talk podcast series for an episode focused on pre-contest planning for wealth and estate management professionals.

Duration: 12:22

","link":{"label":"Pre-Contest Planning","url":"/en/insights/media-entities/2018/07/precontest-planning","AbsoluteUrl":"//www.efaxnow.com/en/insights/media-entities/2018/07/precontest-planning","target":"","rel":""}}]">

狗万软件

Holland & Knight Alert"],"link":{"label":"Tax Liability Issues to Consider for High-Net-Worth Couples in Divorce","url":"/en/insights/publications/2021/04/tax-liability-issues-to-consider-for-high-net-worth-couples-in-divorce","AbsoluteUrl":"//www.efaxnow.com/en/insights/publications/2021/04/tax-liability-issues-to-consider-for-high-net-worth-couples-in-divorce","target":"","rel":""},"icon":{"url":null,"alt":null},"image":{"url":null,"alt":null},"date":"April 23, 2021","readingtime":"8 Minutes","source":null},{"metaData":["Holland & Knight Newsletter"],"link":{"label":"Holland & Knight's China Practice Newsletter: March-April 2021","url":"/en/insights/publications/2021/03/holland-and-knights-china-practice-newsletter-march-april-2021","AbsoluteUrl":"//www.efaxnow.com/en/insights/publications/2021/03/holland-and-knights-china-practice-newsletter-march-april-2021","target":"","rel":""},"icon":{"url":null,"alt":null},"image":{"url":null,"alt":null},"date":"March-April 2021","readingtime":"","source":null},{"metaData":["Trusts & Estates, Committee Report: The Modern Practice"],"link":{"label":"Starting Family Governance Conversations With Your Clients","url":"/en/insights/publications/2021/02/starting-family-governance-conversations-with-your-clients","AbsoluteUrl":"//www.efaxnow.com/en/insights/publications/2021/02/starting-family-governance-conversations-with-your-clients","target":"","rel":""},"icon":{"url":null,"alt":null},"image":{"url":null,"alt":null},"date":"February 2021","readingtime":"","source":null},{"metaData":["Holland & Knight Alert"],"link":{"label":"Cross Border Prenuptial Agreements","url":"/en/insights/publications/2021/01/cross-border-prenuptial-agreements","AbsoluteUrl":"//www.efaxnow.com/en/insights/publications/2021/01/cross-border-prenuptial-agreements","target":"","rel":""},"icon":{"url":null,"alt":null},"image":{"url":null,"alt":null},"date":"January 22, 2021","readingtime":"5 Minutes","source":null},{"metaData":["Holland & Knight Newsletter"],"link":{"label":"Holland & Knight's China Practice Newsletter: January-February 2021","url":"/en/insights/publications/2021/01/holland-and-knights-china-practice-newsletter-january-february-2021","AbsoluteUrl":"//www.efaxnow.com/en/insights/publications/2021/01/holland-and-knights-china-practice-newsletter-january-february-2021","target":"","rel":""},"icon":{"url":null,"alt":null},"image":{"url":null,"alt":null},"date":"January-February 2021","readingtime":"","source":null},{"metaData":["Lexology Getting the Deal Through"],"link":{"label":"Private Client - United States","url":"/en/insights/publications/2020/12/private-client-united-states","AbsoluteUrl":"//www.efaxnow.com/en/insights/publications/2020/12/private-client-united-states","target":"","rel":""},"icon":{"url":null,"alt":null},"image":{"url":null,"alt":null},"date":"December 2020","readingtime":"","source":null}]">

即将来临的事件

新闻和标题

Bloomberg","In the Headlines"],"link":{"label":"Biden Aims at Top 0.3% with Bid to Tax Capital Like Wages","url":"/en/news/intheheadlines/2021/04/biden-aims-at-top-with-bid-to-tax-capital-like-wages","AbsoluteUrl":"//www.efaxnow.com/en/news/intheheadlines/2021/04/biden-aims-at-top-with-bid-to-tax-capital-like-wages","target":"","rel":""},"icon":{"url":null,"alt":null},"image":null,"date":"April 23, 2021","readingtime":null,"source":null},{"metaData":["","","Press Release"],"link":{"label":"Holland & Knight’s Joshua Husbands Elected to Leadership Positions in American College of Trust and Estate Counsel; Robert Barton Named ACTEC Fellow","url":"/en/news/pressreleases/2021/04/holland-knights-joshua-husbands-elected-to-leadership-position-actec","AbsoluteUrl":"//www.efaxnow.com/en/news/pressreleases/2021/04/holland-knights-joshua-husbands-elected-to-leadership-position-actec","target":"","rel":""},"icon":{"url":null,"alt":null},"image":null,"date":"April 8, 2021","readingtime":null,"source":null},{"metaData":["","","Press Release"],"link":{"label":"Three Holland & Knight Attorneys Recognized as Private Client Global Elite Advisors","url":"/en/news/pressreleases/2021/01/three-holland-knight-attorneys-recognized-as-private-client","AbsoluteUrl":"//www.efaxnow.com/en/news/pressreleases/2021/01/three-holland-knight-attorneys-recognized-as-private-client","target":"","rel":""},"icon":{"url":null,"alt":null},"image":null,"date":"January 29, 2021","readingtime":null,"source":null}]">