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High net worth families are rare. Consequently, most attorneys, even with considerable experience in tax and estate planning, simply do not have experience representing high net worth families in their planning, family relationships and business dealings.

Developing and maintaining long-term and trusted relationships with our clients, regardless of economic position, is a cornerstone of Silverman Schermer’s practice philosophy. For high net worth individuals and families, having competent counsel to protect assets and plan for the future is critical. Silverman Schermer understands and contemplates the complex issues that arise when family dynamics, businesses, investments, wealth succession planning and philanthropic interests are intertwined.

First-Class Legal Services for High Net Worth Clients

Besides our sophisticated estate and tax planning work for high net worth individuals and families, we have experience negotiating complex, large, investments including private real estate development deals, private equity, pre-IPO stock, convertible debt, preferred return investments, start up ventures, angel investments and financing arrangements. When choosing a firm to represent you in these types of matters, your lawyers should know what terms are market and customary, what similar investments yield and how to leverage this knowledge in negotiations to protect the client. Silverman Schermer handles these unique situations on a daily basis.

Over the years, our lawyers have gained vast experience in advising high net worth families in their ownership and management of unique assets such as private planes, valuable collections of art, jewely and other collectibles, exotic cars as well as valuable residential real estate. Silverman Schermer also has experience in managing and negotiating contracts that are not so common outside of high net worth individuals, such as contracts with top tier performing artists and investments in films and private planes. When dealing with unique assets and contracts, it is sometimes necessary to involve expert resources. Silverman Schermer maintains strong relationships with a network of experts in various fields that can be utilized when special circumstances arise.

We Add Value by Using an Interdisciplinary Approach

As trusted advisors, Silverman Schermer helps clients navigate complex issues in all aspects of trust and estate planning and estate disputes, retirement planning, business succession, charitable giving and tax strategies. We work collaboratively to ensure our clients’ evolving needs are met, including making requisite changes and adjustments as necessary to ensure both compliance and success for our clients. We routinely partner and work cooperatively with accountants and other outside professionals to create optimum results for our clients’ unique needs and desires.

Services We Provide

Our private client services are focused on wealth preservation, trust and estate planning and administration, design and implementation of tax-efficient acquisition and disposition strategies, business succession and philanthropy. Within those disciplines, we can:

  • Structure a full range of sophisticated trusts to benefit our clients now and for generations to come, including irrevocable trusts, grantor retained annuity trusts, qualified personal residence trusts, special needs trusts and asset protection trusts
  • Help establish family limited partnerships (FLP) and limited liability companies (LLC) to centralize management and allow for lifetime transfers of equity in a tax advantaged structure while maintaining control over fundamental decisions
  • Create charitable trusts, private foundations and public charities to further philanthropic goals
  • Provide guidance on business succession planning
  • Represent stakeholders in wills, trusts, tax planning
  • Handle probate, taxes and distribution in estate and trust administration
  • Provide advice to fiduciaries in the administration of trusts and estates

The Experience You Expect, the Personal Attention You Deserve

For more information on how the private client legal team at Silverman Schermer can assist you in attaining your goals, please contact us online or call us at 954-314-4000 to schedule a confidential consultation.

Free Consultation

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