Overview
The CSG Law Private Client Services Team helps high-net-worth individuals, families, and closely held businesses manage everything from multigenerational estate planning, wealth protection, and transfer to business, real estate, immigration, financial needs, and dispute resolution. We offer comprehensive counsel and seamless service, creating tailored tax-efficient estate, wealth transfer, and business succession plans that maximize and protect our clients’ wealth.
Global Clientele
The Private Client Services Team’s global clients range from U.S. and foreign individuals, their families and businesses, investment managers and fiduciaries, trust and estate administrators, executives, and entrepreneurs to charitable foundations, not-for-profit organizations, banks, and financial institutions. Our attorneys have deep ties to countries worldwide, including India, Japan, Germany, China, Vietnam, and Thailand, among others.
Comprehensive Integrated Service
This interdisciplinary team is composed of tax, estate planning, corporate, litigation, intellectual property, immigration, real estate attorneys, and others, who bring together broad legal and business experience to assist clients in leveraging opportunities, managing challenges, and achieving their personal and business wealth preservation, growth and transfer aspirations.
Family-Owned and Closely Held Businesses
We advise on tax-efficient family business structuring, business transitions and succession planning, selling versus gifting issues, employee compensation, tax issues specific to mergers, acquisitions, and changes in control, and a host of other matters. Our lawyers help owners assess and address their business needs, leverage opportunities, and protect and maximize wealth across generations and throughout the business lifecycle.
Tax
Our lawyers create bespoke estate, wealth transfer, and business succession plans that maximize and protect our clients’ wealth and deliver solutions that minimize tax risk. Our services include designing and launching tax-efficient estate tax plans, tax advice, tax return preparation, estate, gift, and inheritance tax matters, compliance and reporting, tax controversies, and representing clients in IRS and state taxing authority audits, investigations, and proceedings.
Trusts & Estates
Our group is well-versed in all aspects of trusts and estates, bringing exceptional experience in everything from structuring intergenerational estate plans, cross-border estate plans, trusts and estates administration, executor and estate administrator fiduciary duties, and dispute resolution in and out of court. We build flexibility into planning documents to withstand new scenarios and the inevitable economic changes over time.
Family Law
We help our clients manage family dynamics, properly structuring prenuptial, separation, divorce, support, custody, guardianship, and other family-related agreements. Working collaboratively with our clients’ financial advisors and fiduciaries, our lawyers guide clients in tax-efficient wealth transfers across generations, establish end-of-life plans, and handle trusts and estates administration, and asset dispositions.
Private Banks and Lenders
We offer a deep bench of experience to private banks and lenders, from ensuring liquidity, margin lines, and secured facilities to asset management, and advising on and utilizing alternative finance arrangements.
Real Estate
Whether dealing with domicile, business, or home ownership issues in multiple states or countries, real estate investments, development, or cross-border transactions, we advise clients on every aspect of real estate acquisitions, dispositions, and tax implications.
Immigration
Whether immigration needs relate to temporary or permanent relocation to the U.S., planning and timing are critical to obtain tax-advantageous immigration status and ensure compliance with U.S. tax laws. We advise clients throughout the immigration process, from pre-immigration planning to post-immigration tax strategies.
Litigation
When disputes arise, whether related to an estate, a marriage, a business, tax, or other private client matter, clients can rely on our powerhouse, talented litigation lawyers for results-focused representation in and out of court.
Government Investigations & Regulatory Matters
We advise and represent high-net-worth individuals, their family members, and family-owned and closely held businesses in connection with internal investigations, law enforcement inquiries, and regulatory and government investigations and enforcement actions. Our lawyers have favorably resolved sensitive and high-risk matters for clients before the U.S. Department of Justice, FINRA, the SEC, the CFTC, the IRS, and state attorneys general, and in grand jury proceedings and federal and state court civil and criminal matters. Creative, effective, and discreet, we work toward limiting our client’s exposure and minimizing the potential adverse impact on their families, businesses, and reputations.
Read more about the CSG Law White Collar Defense & Investigations Group
