Private Clients

About

We assist high net worth individuals and families worldwide with the accumulation, management, transfer and protection of personal wealth.  We are a recognized leader in the fields of trusts and estates and estate litigation, representing many of the world’s leading families, Fortune 500 executives and corporate fiduciaries.  Our experience stems from our founding, when J.P. Morgan himself selected White & Case to create Bankers Trust Company in 1903.

We are one of the few major law firms with a sophisticated world-wide Private Clients practice.  Our unparalleled global resources allow us to provide one-stop, comprehensive service to meet all of our clients’ planning needs, wherever in the world their assets or family members may be.  They also make us uniquely qualified to handle complex, multi-jurisdictional estate disputes and why clients have selected us to handle some of the largest cases in this field.

Our primary practice areas are:

Planning

Tax and estate planning for individuals; succession planning for closely-held businesses; compensation and retirement planning for executives; immigration and tax planning for multi-national families.

Estate and trust administration

We advise executors and trustees in all aspects of estate and trust administration, including probate; forced heirship; estate, inheritance and generation-skipping tax; fiduciary income tax; post-mortem tax planning; investment,valuation and liability issues; accountings and related court proceedings.

Fiduciary litigation

We represent fiduciaries and beneficiaries in will contests and in disputes involving the administration of estates and trusts, including high-stakes, multi-juriisdictional estate litigation.

Corporate fiduciaries

We advise the trust departments of some of the world’s leading financial institutions, including Deutsche Bank, Goldman Sachs and UBS, on administration and regulatory issues, including new product development.

Tax exempt organizations

We advise on the creation and administration of charitable and other tax-exempt organizations around the world.