Private Clients
High-net-worth individuals (HNWIs), Families and family offices, Private business owners and entrepreneurs, Family-run businesses and succession planning clients
The growth, preservation and transfer of wealth is the focus of Friday, Eldredge & Clark’s private wealth services for high-net-worth individuals and family-owned businesses. We have developed a multidisciplinary array of estate planning, tax planning, and business planning capabilities that help our clients manage and protect accumulated wealth through effective tax, business and personal planning strategies.
Friday, Eldredge & Clark lawyers advise a broad range of clients, including individuals and families, trusts and estates, personal foundations, family businesses, business owners, professional service providers, investors, and executives. The firm provides comprehensive services in estate planning, tax planning, trust and foundation planning, succession planning, compensation planning, and operational planning, delivering integrated strategies tailored to each client’s unique financial and personal objectives.
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Key Contacts
FAQ
How do I begin working with your firm if I need help with estate or wealth planning?
We start with a consultation to learn about your goals, family circumstances, and assets. From there, we develop a tailored plan to protect your wealth, transfer assets, and meet your long-term objectives.
What estate planning services do you provide?
We prepare wills, trusts, and advanced planning documents to ensure your assets are protected and transferred according to your wishes while minimizing taxes and potential disputes.
Can you help me establish a charitable giving plan or foundation?
We assist with charitable trusts, private foundations, and gifting strategies that support the causes you value while also providing tax benefits.
How can you help with succession planning for my family-owned business?
We work with business owners to design succession strategies that preserve family wealth, minimize disputes, and ensure a smooth transfer of management and ownership.
Do you handle probate and trust administration?
We guide families through probate proceedings and trust administration, ensuring that estate assets are distributed properly and disputes are minimized.