Our Private Wealth Practice provides estate and wealth transfer planning for ultra-high-net-worth families, business owners, and those preparing for a liquidity event. We serve as implementation counsel alongside your financial advisor, family office, and planning specialists, so your strategy is carried all the way through to execution.
Designed Around You and Your Advisor
Clear Scope and Fees
You’ll agree on your planning objectives and a fixed fee before any work begins.
Coordinated Delivery
Your Hargrove attorney works with you, your advisor, family office specialists, trust company, and valuation team through execution.
Visibility at Every Step
Our platform keeps you, and your advisor, informed at every stage.
Meet the Chair
Your Planning, Led by a Seasoned Private Wealth Attorney
Stephen Putnoki-Higgins’ experience spans advising founders, executives, and multigenerational families on estate, tax, and wealth transfer planning. His work includes gift and sale transactions to grantor trusts, business succession, and directed trust and private trust company structures.
Every engagement is scoped to your situation. Plans start at $10,000. These examples show where fees typically begin. Your final scope and fixed fee are agreed after consultation; appraisal and filing fees are separate.
Gift / Sale Transaction
Family LLC + Gift or Sale to a Trust (IDGT or SLAT)
Move appreciating assets, such as a business interest or investment portfolio, out of your taxable estate while keeping them organized under one family entity.
From
$20,000
Beneficiary-Retained Planning
Family LLC + Sale to a BDIT
For those who want to remain a beneficiary of the trust after it’s funded.
From
$50,000
Estate planning, done right. For advisors and clients who expect more.
For informational purposes only. Legal services are provided by Hargrove. Strategies are subject to individual circumstances and counsel’s review. This material does not establish an attorney-client relationship.
