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Successful Individuals

Successful individuals, entrepreneurs, business executives, other high-net worth individuals and their families are core components of Berger Singerman’s clientele. Representing successful individuals complements our work with growing and leading businesses, and our relationships with the owners and managers who drive their success. Our work with successful individuals and their families draws from the strengths of our extensive business, finance, tax, wealth preservation and capital formation practice areas.

We work collaboratively with independent investment and other advisors to assist our high-net worth clients achieve, build, manage, and protect assets and wealth at every stage of life.  Needs and priorities change as people age.  Young adults may be building the foundation for wealth, while establishing their own home and nurturing a growing family. Middle age may be intensely challenging, as the family matures, opportunities expand and wealth accumulates.  The senior years bring transitions and changes, and can offer the best time of life, as health permits and retirement and resources afford freedom and flexibility. 
In representing successful individuals, we bring multi-disciplinary capabilities and approaches, as well as familiarity with the myriad of personal and family issues that arise during each stage of life, and their effect on wealth accumulation and protection.
 
Financial success is usually hard-earned. Our Wealth Preservation and Tax Planning Group features extraordinarily talented lawyers with extensive experience and sophisticated practical and technical knowledge in all aspects of concern to successful individuals. These areas of focus include business succession, estates and trusts, probate, tax, asset allocation and protection, wealth preservation, next-generation issues of all kinds, marital contracts and changes in marital status, guardianship,  conservatorships, health considerations, charitable giving, non-profit, educational, service and charitable foundations, other philanthropic initiatives, family support and end-of-life considerations, and generally the gamut of personal, financial and family concerns.
 
We also furnish effective representation regarding employment, stock option and other incentive compensation, equity participation, non-compete, non-circumvention and confidentiality agreements, and contracts of all types that protect professional, career and personal interests.  These efforts draw support from our tax lawyers, to identify and protect the most favorable tax management and after-tax results for our clients.  When regulatory or law enforcement agencies become involved in matters involving our individual clients, we offer extensive experience in addressing regulatory investigative matters and enforcement proceedings, as well as white-collar criminal matters.

In our engagements we seek not only to react to events, but to anticipate and plan for them, with meticulous attention to client goals.  We work hard to earn the status of trusted advisor to our successful individual clients, and as such, we strive to confer peace of mind and provide attentive client service that responds to and anticipates life’s stages and significant events.