Jenner & Block

Private Wealth

We offer a holistic approach to private wealth management, providing a broad range of tax, estate, business planning and charitable advisory services to high net-worth individuals and families, as well as the family offices, businesses, charitable organizations and trusts that they established or control.  Our interdisciplinary practice is co-chaired by two wealth management lawyers of the highest caliber with more than 55 years of combined experience serving as trusted advisers to clients whose personal planning is interwoven with their business concerns.

We provide strategic counsel in wealth transfer and business succession planning, including estate planning, philanthropy and trust and estate administration.  By design, the Private Wealth practice draws upon the firm’s additional strength in corporate transactions, litigation and investigations, real estate, tax, executive compensation, employment law, family law and aviation and aerospace.  Our lawyers regularly:    

  • Provide estate planning and administration services, focusing on wealth transfer, stewardship and succession planning in a tax-efficient manner. We work with clients to design and implement estate plans through the use of wills, trusts, lifetime gifts,  and other wealth protection planning tools, and  represent fiduciaries (executors and trustees) and beneficiaries in estate and trust administration.
  • Help clients negotiate the complex legal, financial and business aspects of marriage and divorce by advising them on all related matters, including pre- and post-marital planning, asset valuation and tracing, executive compensation and benefits, tax planning and structuring complex support arrangements.
  • Represent clients in litigation and dispute resolution matters, including will and trust contests, fiduciary defense, reformation actions, state and federal tax audit and litigation, and other general litigation.
  • Provide corporate and business services, including family office formation and operation, shareholder agreements, buy-sell agreements, fund formation, corporate recapitalizations, intrafamily sales, mergers and acquisitions, partnerships, limited liability companies, and general corporate governance to align business and personal planning.
  • Handle corporate securities matters, including equity investments, initial public offerings, subscription agreements and transactions to raise private capital or return to private ownership.
  • Advise clients regarding exempt organizations and charitable planning, including tax, governance and organizational matters relating to private foundations or other not-for-profit organizations created by families or their companies, as well as planned gifts to public charities.
  • Advise clients regarding employment and employee benefit matters, including executive compensation, deferred compensation plans, employee stock ownership plans (ESOPs) and household staff.
  • Represent clients in residential and commercial real estate matters, including purchases, sales, leases and other agreements, conservation easements, and property-improvement contracts with architects, builders and other parties.
  • Represent clients in private aircraft matters, including all aspects of equipment purchase, lease and ownership for individual, executive and corporate use, such as Part 135, Part 91 K, and Part 91 operations; maintenance, including disputes with repair stations; crew training; alcohol and drug programs; compliance and enforcement; and program management.