Private Client

As a core part of its practice, Becker Glynn has always represented high-net worth individuals, families, and family-controlled businesses. These clients frequently face issues that blend commercial and personal concerns. They do not just look to Becker Glynn for occasional legal advice on discrete matters. Rather, the firm acts as the family’s general counsel and advisor, a role it has served for some clients for decades.

Many of these clients are international, often with exceedingly complex trust and holding company structures. Several of these clients have assets measured in the billions of dollars. We advise these families and their family offices on their U.S. and non-U.S. investments, succession issues, charitable activities, and a host of related issues too diverse to catalogue easily. With these international private clients, we typically work in close collaboration with their foreign legal counsel, many of which are leading firms in their countries.

Complementing the Firm’s international private client practice is a strong, traditional trust and estate practice that provides tax and succession planning, as well as administration of trusts and estates, to U.S. individuals and families.

As part of our private client practice, we represent U.S. executives, management groups, and fund managers. We assist these clients in starting up companies, and routinely advise them on their equity plans and arrangements, and on deferred compensation plans.

All of these clients require in-depth tax expertise, both in the transfer tax area and the income tax area. We believe our expertise in these areas is the equal of that of any firm.

Indeed, this group of clients draws on the expertise of all Becker Glynn’s lawyers. For example, within the last year, we have helped major international families establish “family offices” in the U.S. in response to the Dodd-Frank legislation. We are also now advising these and other clients on matters related to the new tax rules known as FATCA.