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Private Client

Overview

The acquisition, preservation and transfer of wealth involves practical and legal issues and challenges — from new asset classes that are hard to value and protect to shifting federal and state tax and trust and estate laws. It also involves deeply personal and unique family issues.

Loeb & Loeb has one of the largest and most distinguished private client practices in the country. Our team provides comprehensive services including innovative estate planning, administration of complex trusts and estates, business succession planning, settlement of tax controversies, and resolution of high-profile multimillion-dollar disputes over the distribution of family wealth. Additionally, we have skilled practitioners who advise clients on charitable organizations and philanthropic giving, and we have an unparalleled depth of experience representing sophisticated clients in high-value and complex art transactions and tax and regulatory matters.

We work with individuals and families at all stages, from those who are still building assets to the wealthiest entrepreneurs, executives, investment fund managers and venture capitalists. 

At Loeb, we understand that trust and estate matters can be sensitive and emotionally difficult. We pride ourselves not only on our pragmatic, multidisciplinary approach to addressing complex legal issues, bringing in colleagues from practices across the firm, but also on our commitment to understanding our clients’ philosophies and goals. We believe this is the only way to offer effective, client-centric counsel in these deeply personal matters.

Loeb offers clients a full range of private client services, including:

Key Contacts