Private Wealth Law
High Net Worth Guide 2024 : Texas
Band 3
About
Provided by Holland & Knight LLP
Holland & Knight merged with Thompson Knight in August 2021, providing Holland & Knight with a significant HNW practice in Texas.
Holland & Knight’s Private Wealth lawyers have been general counsel to generations of domestic and international ultra-high net worth families, closely held companies, family offices, serial entrepreneurs, pro sports team owners, financial institutions and charitable organizations.
The largest of any such practice in the United States, lawyers in Holland & Knight’s private wealth practice assist clients with the following:
- business succession planning
- charitable gift planning, philanthropy and tax-exempt status
- closely held businesses: private company assets, business transitions and succession planning
- domestic and international estate and tax planning and estate administration
- family office structuring and administration
- insurance planning
- IRS audits, investigation, appeals and litigation
- pre-immigration planning
- pre- and post-nuptial agreements
- private wealth disputes
- sophisticated trusts with U.S. and non U.S.-based investments
- wealth transfer and preservation strategies
Chambers Review
Holland & Knight's attorneys guide clients in trust and foundation formation work, domestic and international estate planning, and wealth transfer matters. The law firm's capabilities on the contentious side include handling breach of fiduciary duty claims and representing co-trustees in trust disputes.
Strengths
Provided by Chambers
"They are very capable of handling complex matters."
"We have worked with Holland & Knight on very complex, sophisticated and unusual matters, and they have been valued professionals in every instance. Their firm is always our first call."
"They are very capable of handling complex matters."
"We have worked with Holland & Knight on very complex, sophisticated and unusual matters, and they have been valued professionals in every instance. Their firm is always our first call."
Notable Practitioners
William Mureiko is a business attorney in the Dallas office with strong expertise in estate planning, trust administration, charitable matters and probate work.
"We trust William Mureiko implicitly with all of our needs. His level of sophistication, experience, vision and overall level of service are the best we have ever encountered."
"Bill is a seasoned, experienced professional who is very easy to work with."
"Bill is very pensive and thoughtful about each client issue, creating bespoke solutions for each client and thinking outside of the box."
Sarah Marks is a partner in Holland & Knight's Dallas office. Her practice is focused on delivering tax and estate planning solutions to high net worth individuals, including via revocable trusts and generation-skipping transfers.
"Ms Marks always provides sound counsel and advice."
"Sarah is very knowledgeable."
"Sarah has the ability to identify and empathise with clients, particularly in terms of making the next generation good stewards of inherited wealth."
Ranked Individuals at
Holland & Knight LLP
Texas
Members
Provided by Holland & Knight LLP
Barbara Ferguson
David Rosenberg
Eric Reis
Jonathan Blum
Sarah Marks
Tyree Collier
William Mureiko
Head of Department