Private Client Legal Services

Sophisticated Private Client Services for High-Net-Worth Clients

Curtis provides sophisticated private client services on a variety of domestic and cross-border issues to entrepreneurs, owners of closely held businesses, royal families, beneficiaries of estates and trusts, fiduciaries, family offices, charities and other high-net-worth clients. With key personnel located across the Americas, Middle East and Europe, the group is staffed with multilingual and multijurisdictional attorneys in complementary practice areas such as trusts and estates, tax, immigration, employee benefits, corporate, litigation, and real estate, who are able to provide a wide range of services to our clients, depending on their needs.

Seamless Global Team of Leading Private Wealth Attorneys

Curtis private client lawyers offer clients a single point of contact, supported by the global team to achieve highly customized solutions to their succession and tax planning, business, lifestyle and charitable objectives.

Clients value our domestic and international focus, deep insight into varied cultural nuances and a high level of partner attention. They also appreciate our collective capability and knowledge in trust law, domestic and international tax, real estate, corporate and commercial law.

Private Client Services in Estate Planning and Dispute Resolution

Curtis offers sophisticated estate and trust planning and administration private client services, including the restructuring of domestic and international private client assets and holdings through the use of trusts and other entities, along with the creation of private trust companies and preparation of family charters. Our estate planning advice is designed with a view to furtherance of dispositive wishes with a focus on creditor protection, governance considerations and transfer-tax minimization strategies. We frequently service multiple generations of family clients and support them through all stages of the complex process, including generation-skipping transfer tax and post-death considerations. We also collaborate closely with our client’s other advisors, whether they be accountants, local counsel, financial advisors or members of the client’s family office, to ensure a consolidated approach.

For our international clients, we also can assist with navigating immigration processes, as well as with expatriation and pre-immigration planning.

We also have extensive experience with in-and out-of-court dispute resolution involving contested probate and estate and trust litigation matters in U.S. and non-U.S. jurisdictions.

Corporate and Investment Expertise

Owners of closely held businesses, as well as corporate and financial executives, come to Curtis for private client services on a wide range of legal and tax planning issues. We provide corporate advice at all stages of the corporate life cycle, from formation through compliance, restructuring and liquidity events. Our clients include companies ranging from those in the Fortune 500 to startups across a range of industries. Our lawyers also regularly advise on direct investments in blue-chip assets and real estate projects, companies, venture capital and private funds. We also advise our clients with respect to ERISA and employee compensation and benefits.

Private Client Services for Tax-Exempt Organizations

Curtis offers private client services to a wide array of tax-exempt and non profit entities, both in the U.S. and abroad. This includes formation of various philanthropic vehicles with a wide range of charitable objectives. We also counsel our charitable clients in respect of tax considerations, regulatory requirements and the myriad issues that may arise during the operation of a charitable endeavor.

Strategically Timed and Tailored Tax Advice

Tax laws and policies continually evolve with an ever-growing net of tax treaties and regulatory requirements. Curtis attorneys offer creative solutions and timely analysis of tax implications on a domestic or cross-border basis for all transactions and operations of private clients, as well as identify new opportunities and resolve potential issues.