Grant, Herrmann, Schwartz & Klinger LLP | Wealth and Succession Planning
Established 1946
This links to the home page
Practice Areas

Wealth and Succession Planning

The firm’s attorneys have significant experience in all areas of wealth structuring and succession planning for U.S. persons, non-U.S. persons and multijurisdictional families. We frequently collaborate with family advisors to achieve the highest level of tax planning while also devoting careful attention to the non-tax needs of our clients.

Our expertise includes the following:
  • Structuring the ownership of client assets using various domestic and offshore entities, including corporations, LLCs, trusts, foundations and private trust companies
  • Asset protection
  • Pre-immigration and pre-departure tax planning
  • U.S. tax reporting and compliance for multijurisdictional families
  • Multijurisdictional probate and ancillary administration