Gilbride, Tusa, Last & Spellane's Private Client Group provides personalized, innovative legal services to high net-worth individuals and family groups. We work closely with private banks and investment advisors, and we furnish the kind of customized and confidential representation required by sophisticated clients who prefer their personal matters to be handled separately from their business affairs.
In broad terms, our Private Client Group specializes in wealth preservation and the tax-efficient transfer of assets from generation to generation. Our expertise encompasses estate planning and administration, asset protection, real estate, compensation and retirement planning, matrimonial and family issues, and charitable foundations. With three tax LL.M.'s in our group, minimization of income, estate, gift and GST taxes is implicit in all our advice.
Our diverse client roster includes individuals who maintain residences in several jurisdictions. We have recently opened two offices in Florida in order to meet the needs of our northeast clients who also live there. We also represent foreign nationals and assist them in structuring their US investments in order to minimize the impact of federal and local taxes.
We believe that for the attorney-client relationship to be successful, sensitivity to the individual's human and family needs is essential. Our size enables us to get to know our clients on a personal level. Our greatest satisfaction comes when they think of us as trusted advisors, not just service providers.
For information or questions on these areas of our practice, please contact:
