Private Clients

Our Services

• Tax Planning
  • Advising on strategies to minimize income taxes through deductions, credits, and tax-efficient practices.
  • Developing plans to reduce estate and gift taxes using lifetime gifting programs and trusts.
  • Assisting with cross-border tax planning and compliance with international tax laws and treaties.
• Estate Planning
  • Drafting legally binding wills to ensure your assets are distributed according to your wishes
  • Creating a variety of trusts—revocable, irrevocable, and charitable—to protect and manage assets during your lifetime and beyond
  • Establishing financial and medical powers of attorney to designate decision-makers in the event of incapacity
  • Preparing living wills and advance directives to outline your medical care preferences should you be unable to communicate them
• Family Law
  • Divorce and separation proceedings, including property division, spousal support, and child custody.
  • Negotiation and enforcement of child custody and support agreements.
  • Drafting and reviewing prenuptial and postnuptial agreements to protect individual assets.
• Trusts and Foundations
  • Setting up and managing trusts to achieve financial, tax, and estate planning goals.
  • Establishing charitable trusts and private foundations to facilitate philanthropy and secure tax benefits.
• Succession Planning
  • Developing strategies for transferring business ownership and management to the next generation or new owners.
  • Establishing family governance structures to facilitate decision-making and conflict resolution in family-owned businesses.

Key Highlights

• Wealth Management: Collaborating with financial advisors to provide comprehensive investment strategies and portfolio management.
• Financial Planning: Offering holistic financial planning services, including retirement planning, education funding, and risk management.
• Philanthropy: Advising on structuring charitable donations, including donor-advised funds, charitable trusts, and private foundations.
• Nonprofit Organizations: Assisting with the formation and management of nonprofit organizations, ensuring compliance with regulatory requirements.
• Elder Law: Providing strategies for funding long-term care, including Medicaid planning and long-term care insurance.
• Special Needs Planning: Creating special needs trusts to support individuals with disabilities while preserving their eligibility for government benefits.
• Art and Cultural Property: Advising on the acquisition, sale, and donation of art and cultural property, including tax and estate planning considerations.
• International Private Client Services: Offering estate planning solutions for clients with assets or family members across multiple jurisdictions.
• Insurance Planning: Advising on life insurance strategies for estate planning and wealth transfer. Ensuring adequate coverage for real estate, personal property, and liability risks.

Approach at White & Brief – Advocates and Solicitors

At White & Brief – Advocates and Solicitors, our approach is defined by a commitment to excellence, a deep understanding of legal and regulatory frameworks, and a client-centric perspective. We recognize that every matter is unique, requiring tailored strategies and innovative solutions to achieve the best outcomes. By combining technical expertise with a thorough understanding of industry practices, we ensure that our advice is pragmatic, actionable, and aligned with our clients’ objectives.