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Davis & Gilbert attorneys combine decades of experience counseling individuals, fiduciaries and families in a broad spectrum of legal and financial matters. Protecting the assets and interests of private clients is one of the most critical and sensitive areas of legal practice, and our Private Client Services practice group transcends efforts to minimize tax liability to include fundamental issues affecting family decisions and business pursuits. In every matter, our attorneys apply legal experience with a robust commitment to serve, counsel and support our clients in an arena that stands as one of the oldest and most compelling in the legal profession.

THE DAVIS & GILBERT ADVANTAGE
Navigating the complex – and often emotional – issues affecting individuals, partnerships and families can be overwhelming. At Davis & Gilbert, we take a unique, holistic approach to the provision of services to private clients. Our counsel is not limited to the complex end-of-life matters or closely-held business disputes that we regularly handle for our clients. We work proactively with our clients as they build families, businesses and wealth, partnering with our clients as trusted advisers, compassionate partners and credible advocates.

OUR CLIENTS
We represent business owners, executives and other successful individuals and families in the full range of issues that affect their lives, from business succession issues to charitable interests and estate planning considerations. While we serve many second- and third-generation clients, our reputation for extraordinary client service combined with experienced counsel attracts clients through referrals from existing clients, accountants, financial advisers and other lawyers.

OUR PRACTICE
Just as the myriad issues affecting private clients extends into many different areas, so too does the substance of our practice. To comprehensively meet our clients’ legal needs, we employ a fluid, multidisciplinary approach, calling on attorneys who concentrate in a variety of areas including wealth preservation, tax, employment, corporate, litigation and real estate. In this way, we are able to focus on the broad spectrum of issues impacting our clients’ personal and business decisions, rather than operating narrowly on specific milestones in their lives.

Given the high stakes and complexity of matters facing private clients, the nature of our practice is collaborative, practical and resolution-oriented. We frequently utilize a dialogue-based approach to legal services, based on the premise that when principals sit together in a room and engage in open and honest dialogue regarding a conflict, transaction or other sensitive issue, problems can be resolved quickly, cost effectively and with favorable results. Our attorneys have substantial experience and training as facilitators and mediators, which enables us to create the forum and procedures that best position our clients to discuss, define and successfully conclude the terms of a business transaction, solidify a relationship or resolve a conflict.

REPRESENTATIVE SERVICES AND AREAS OF FOCUS INCLUDE:

Wealth Management
  • Estate planning
  • Trusts
  • Asset management and retirement planning
  • Insurance
  • Foundations and charitable giving
  • Family succession
Business Services
  • Limited liability company agreements
  • Partnership agreements
  • Incentive compensation plans
  • Non-competes and other restrictive covenants
  • Confidentiality agreements
  • Intellectual property protection
  • Business succession advice
Dispute Resolution
  • Family business disagreements
  • Shareholder and partnership disputes
  • Estate disputes
  • Joint venture dissolutions
  • Investor conflicts
CONTACT US

For additional information on Davis & Gilbert’s Private Client Services Practice, please contact:

Alan D. Kroll
212.468.4807
akroll@dglaw.com

 


OUR CLIENTS
We represent business owners, executives and other successful individuals and families in the full range of issues that affect their lives, from business succession issues to charitable interests and estate planning considerations. While we serve many second- and third-generation clients, our reputation for extraordinary client service combined with experienced counsel attracts clients through referrals from existing clients, accountants, financial advisers and other lawyers.

OUR PRACTICE
Just as the myriad issues affecting private clients extends into many different areas, so too does the substance of our practice. To comprehensively meet our clients’ legal needs, we employ a fluid, multidisciplinary approach, calling on attorneys who concentrate in a variety of areas including wealth preservation, tax, employment, corporate, litigation and real estate. In this way, we are able to focus on the broad spectrum of issues impacting our clients’ personal and business decisions, rather than operating narrowly on specific milestones in their lives.

Given the high stakes and complexity of matters facing private clients, the nature of our practice is collaborative, practical and resolution-oriented. We frequently utilize a dialogue-based approach to legal services, based on the premise that when principals sit together in a room and engage in open and honest dialogue regarding a conflict, transaction or other sensitive issue, problems can be resolved quickly, cost effectively and with favorable results. Our attorneys have substantial experience and training as facilitators and mediators, which enables us to create the forum and procedures that best position our clients to discuss, define and successfully conclude the terms of a business transaction, solidify a relationship or resolve a conflict.

REPRESENTATIVE SERVICES AND AREAS OF FOCUS INCLUDE:



Wealth Management
  • Estate planning
  • Trusts
  • Asset management and retirement planning
  • Insurance
  • Foundations and charitable giving
  • Family succession
Business Services
  • Limited liability company agreements
  • Partnership agreements
  • Incentive compensation plans
  • Non-competes and other restrictive covenants
  • Confidentiality agreements
  • Intellectual property protection
  • Business succession advice
Dispute Resolution
  • Family business disagreements
  • Shareholder and partnership disputes
  • Estate disputes
  • Joint venture dissolutions
  • Investor conflicts
CONTACT US

For additional information on Davis & Gilbert’s Private Client Services Practice, please contact:

Alan D. Kroll
212.468.4807
akroll@dglaw.com