Private Wealth & Family Offices

We assist high net worth individuals and families worldwide with the accumulationmanagementtransfer and protection of personal wealth. We are a recognized leader in the fields of trusts and estates and estate litigationrepresenting many of the world's leading familiesFortune 500 executives and corporate fiduciaries. Our experience stems from our foundingwhen J.P. Morgan himself selected White & Case to create Bankers Trust Company in 1903.

We are one of the few major law firms with a sophisticated worldwide Private Clients practice. Our unparalleled global resources allow us to provide one-stopcomprehensive service to meet all of our clients' planning needswherever in the world their assets or family members may be. They also make us uniquely qualified to handle complexmultijurisdictional estate disputes and why clients have selected us to handle some of the largest cases in this field.

Our primary practice areas are:

Planning

Tax and estate planning for individuals; succession planning for closely held businesses; compensation and retirement planning for executives; immigration and tax planning for multinational families.

Estate and trust administration

We advise executors and trustees in all aspects of estate and trust administrationincluding probate; forced heirship; estateinheritance and generation-skipping tax; fiduciary income tax; post-mortem tax planning; investmentvaluation and liability issues; accountings and related court proceedings.

Fiduciary litigation

We represent fiduciaries and beneficiaries in will contests and in disputes involving the administration of estates and trustsincluding high-stakesmultijurisdictional estate litigation.

Corporate fiduciaries

We advise the trust departments of some of the world's leading financial institutionsincluding Deutsche BankGoldman Sachs and UBSon administration and regulatory issuesincluding new product development.

Tax-exempt organizations

We advise on the creation and administration of charitable and other tax-exempt organizations around the world.