Private Wealth Services

At Carlton Fields, our private wealth services team provides comprehensive legal solutions tailored to the unique needs of high net worth individuals, business owners, executives, trustees, and personal representatives. Our attorneys offer strategic, personalized guidance across a broad range of services, ensuring that our clients’ wealth, business interests, and personal affairs are managed and protected with precision and care.

Our services include:

• Estate Planning: We assist clients in analyzing taxes, structuring assets, and developing tailored plans, including wills and trusts, to meet their specific objectives. This includes planning for the transfer of wealth, addressing special family needs, charitable gifting, and determining appropriate personal representatives, trustees, or guardians.
   
• Trustee and Personal Representative Services: Representing trustees and personal representatives, we ensure that large trusts and estates are managed with diligence and integrity, coordinating with financial and accounting advisers to oversee financial investments, manage expenses, and preserve assets for future generations.
   
• Trust and Probate Litigation: Our litigators resolve complex disputes related to trusts and estates, protecting our clients’ intentions and ensuring the fair administration of wealth transfers.
   
• Real Estate Transactions: We assist clients in navigating complex real estate deals, ensuring seamless transactions that align with their financial and investment objectives.
   
• Business Sales, Acquisitions, and Succession Planning: Our team advises on business sales, mergers, acquisitions, reorganizations, and joint ventures, structuring transactions to maximize value, achieve long-term business and estate planning goals, and minimize the risk of future litigation.


• Director and Officer Advisory and Defense: We provide counsel to directors and officers, focusing on risk mitigation, corporate governance, and defense strategies to protect their interests in both private and public enterprises.
   
• Tax Planning and Structuring: We offer sophisticated counsel on federal income, gift, and estate tax matters, deferred compensation strategies, stock option plans, and section 409A compliance. Our team also advises on tax-efficient business structuring, mergers, acquisitions, and reorganizations.


• Nonprofit Advisory Services: We counsel high net worth individuals and not-for-profit organizations on federal and state tax issues, contract matters, and governance concerns, ensuring compliance and effective philanthropic planning.

Our Team’s Depth and Experience

Carlton Fields’ private wealth services team comprises seasoned attorneys with extensive experience in wealth preservation, business structuring, complex litigation, tax strategy, and estate planning. Our attorneys serve as trusted advisers to high net worth individuals, entrepreneurs, executives, family offices, and closely held businesses, providing tailored, high-value legal solutions.

With deep experience in corporate transactions, estate planning, taxation, and litigation, our team offers concierge-level service, helping clients anticipate challenges, mitigate risks, and execute sophisticated legal and financial strategies. Whether guiding individuals through succession planning, structuring complex business deals, or advising trustees on asset management, we deliver seamless, results-driven counsel.

At Carlton Fields, we are committed to providing our clients with the expertise, strategic insight, and personalized attention necessary to protect and grow their wealth while minimizing risk and maximizing opportunity.