Wealth Planning

At Jackson Walker, we pride ourselves on the sophisticated and effective advice we provide to individuals and families in the preservation and dissemination of wealth. As personal estates increase in size and complexity, the design and implementation of tailored wealth transfer and preservation plans becomes particularly important to achieving our client’s goals. Our Wealth Planning attorneys provide knowledgeable counsel that helps families and individual protect their wealth for themselves and their future generations. Our attorneys offer experienced direction on business matters, succession planning, to developing tailored estate, asset protection, and tax deferral plans, investment strategies and philanthropic structures.

Whether negotiating and drafting premarital agreements, probating an estate, litigating problems that arise, or creating consensus regarding the process, we combine our experience navigating family dynamics with our dedication to understanding the special needs of our clients and their family members. We develop strategic, successful plans that address both economic and non-economic concerns. We have developed steadfast relationships with modest and substantial net worth clients alike, some of which now extend through multiple generations. Our integrated approach ensures a comprehensive analysis of each client’s family, financial, and business desires and issues, as we strive to provide our clients and their families sage counsel, compassionate guidance, and ever-present support throughout the wealth planning process.

Family Office Services

In today’s technology-driven, complex world, high net worth individuals and families face an unprecedented need for a framework that will provide the requisite administrative and managerial services while ensuring responsible management and effective organization of the myriad of financial, compliance, and legal activities necessitated by wealth accumulation and preservation. In particular, family office construction and staffing requires not only a profound grasp of tax and governance considerations, but also a deep dedication to understanding and effectuating the family’s short and long range personal and professional goals. Many attorneys can provide business advice or estate and tax planning services. Our Family Office practice group is a unique combination of all of these services in one team. Our team understands the dynamics involved in combining an organizational chart with a family tree and the desire to preserve a legacy for generations to come.

Family-Owned Businesses

Business is the backbone of many high net worth families. When it comes to representing family-owned business clients, we believe good legal representation begins with good listening skills. Only by understanding a client’s hopes and dreams, as well as their goals and fears, can we structure their business enterprises in a way that will serve their economic and their non-economic needs. We provide a wide range of services to privately-held and family–owned businesses, advising clients at every stage of the business life cycle as businesses are acquired, managed, or liquidated according to a highly personalized succession plan. We collaborate with family-owned business clients and their advisors to develop the best strategies possible to achieve their business objectives, taking into consideration not only business structure and best practices, but also tax planning, litigation deterrence, and wealth preservation, so they are able to accomplish both their financial and personal goals for tomorrow, next year, and the next generation.