Brent Berselli
High Net Worth Guide 2024
Band 2 : Private Wealth Law
Band 2
About
Provided by Brent Berselli
Practice Areas
Private Wealth Service; Wealth Planning and Preservation; Family Offices; Private Companies;
Career
Brent Berselli is a partner in Holland & Knight's Portland office and is a member of the firm's Private Wealth Services Practice Group. Mr. Berselli serves as general counsel to wealthy individuals, their families and their businesses throughout the United States to design and implement sophisticated strategies integral to family wealth planning. High-net-worth individuals, including principals of private equity, venture capital and hedge fund firms, private and public company executives, real estate developers, entrepreneurs and business owners, turn to Mr. Berselli for advice and counsel in all aspects of wealth transfer strategies, income and transfer tax planning, philanthropy and business succession. Mr. Berselli regularly advises clients with respect to complex life insurance transactions, including split-dollar arrangements as well as life insurance funded deferred compensation and buy-sell arrangements. He frequently writes and speaks on business, tax, life insurance and asset protection matters concerning businesses and high-net-worth individuals.
Personal
Chambers High Net Worth guide, Private Wealth Law: Oregon, Associates to Watch, 2020; Private Wealth Law: Oregon, Up and Coming, 2021
Chambers Review
High Net Worth
Brent Berselli advises on matters relating to wealth and succession planning for high net worth clients such as business owners and executives, as well as on philanthropic work.
Strengths
Provided by Chambers
"Brent Berselli is very good. He is very sharp and crisp in his solutions and explanations."
"He is sophisticated, diligent and collaborative."
"Brent Berselli is very good. He is very sharp and crisp in his solutions and explanations."
"He is sophisticated, diligent and collaborative."
Articles, highlights and press releases
2 items provided by Holland & Knight LLP
Twenty-Five Holland & Knight Attorneys Named Top Private Wealth Advisers by Chambers High Net Worth
Twenty-five Holland & Knight attorneys have been named leading advisers to wealthy individuals and families in the Chambers High Net Worth 2023 guide.
Transfer Tax Considerations Under the Tax Cuts and Jobs Act
The U.S. House of Representatives and Senate ushered H.R. 1, the Tax Cuts and Jobs Act (the Act), through conference committee, and President Donald Trump signed the Act into law on Dec. 22, 2017.
Twenty-Five Holland & Knight Attorneys Named Top Private Wealth Advisers by Chambers High Net Worth
Twenty-five Holland & Knight attorneys have been named leading advisers to wealthy individuals and families in the Chambers High Net Worth 2023 guide.
Transfer Tax Considerations Under the Tax Cuts and Jobs Act
The U.S. House of Representatives and Senate ushered H.R. 1, the Tax Cuts and Jobs Act (the Act), through conference committee, and President Donald Trump signed the Act into law on Dec. 22, 2017.