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Capabilities / Private Wealth

Private Wealth

Securing the future with wealth management.

Husch Blackwell’s Private Wealth management team offers personalized guidance that helps clients plan for the future and define their legacies. We focus on accomplishing clients’ unique goals using the most effective and tax-advantaged planning methods available. Whether developing a business succession plan or charitable giving strategy, we remain sensitive to the many issues and emotions that often accompany estate planning.

Our private wealth management clients range from individuals with moderate-sized estates to high net-worth families and executives of Fortune 500 companies. Additionally, we counsel nonprofit and charitable organizations on tax and regulatory compliance and effective operation.

Our guidance to private wealth clients includes:

  • Business succession planning
  • Buy-sell agreements
  • Charitable planning
  • Comprehensive tax and estate planning
  • Estate, gift and generation-skipping transfer tax mitigation and avoidance
  • Generation-skipping trust planning
  • Gift and estate tax return preparation
  • Sophisticated life insurance planning
  • Trust and estate administration
White Papers | April 29, 2020
Advanced Estate Planning Solutions: Responding to COVID-19

How to leverage powerful estate planning tools during a time of crisis. 

Podcast | January 23, 2019
AAIDA Beltway Talk: Death and Taxes
Articles | September 17, 2018
St. Louis Business Journal: Get on board with basic estate planning

Jared Dodd draws on the example of Aretha Franklin in an article on the importance of proper estate planning.

Media Mentions | June/July 2020
MKE Lifestyle: The Current State of Estate Planning
News Releases | May 13, 2019
Jill Palmquist Joins Husch Blackwell's St. Louis Office

“Jill’s arrival further demonstrates our firm’s commitment to growing this practice with high-quality practitioners who share our client-service ethic,” said Eric Ess, the head of Husch Blackwell’s Private Wealth practice group.

News Releases | March 25, 2019
Kim Uskovich Joins Dallas Office of Husch Blackwell

Private wealth attorney brings practice focused on the development and implementation of estate plans for individuals.

News Releases | December 10, 2018
Husch Blackwell Elects 25 to Partnership
Media Mentions | November 28, 2018
REJournals: The legal loopholes of Opportunity Zones
Media Mentions | October 22, 2018
St. Louis Business Journal: Looking to lower capital gains? Good news, St. Louis lawyers say (log-in required)

Jonathan Giokas and Joe Bredehoft of the firm's Opportunity Zones team weigh in.on new Treasury Department and IRS rules governing how capital gains can be deployed to defer and reduce taxes.

Media Mentions | October 10, 2018
The Missouri Bar: MoveMakers & NewsMakers 10/12/18

The Missouri Bar covers the firm's Opportunity Zones practice.

News Releases | October 04, 2018
New Husch Blackwell Practice Group Focuses on Opportunity Zones

New practice group brings a multidisciplinary approach to assisting clients who wish to invest in the federal Opportunity Zones program.

News Releases | August 29, 2018
Ashjian Joins Husch Blackwell's Private Wealth and Business Succession Practices

Nick Ashjian joins Husch Blackwell's Private Wealth and Business Succession Planning practices.

News Releases | February 06, 2018
Husch Blackwell's Bolline Earns Texas Board Certification for Estate Planning and Probate Law

Amy Bolline earns Texas Board Certification in Estate Planning and Probate Law.

Media Mentions | January 05, 2018
Texas Jewish Post: Estate planning with purpose

Chris Ehrblich speaks on estate planning and the importance of passing down values at Dallas Jewish Community Foundation’s annual meeting.

Testimonial John W. Miller, Former President and Chief Executive Officer, Miller-St. Nazianz Inc.

“Selling a family-owned business to a large multinational corporation was not a simple process. The Husch Blackwell team was with us at every stage. They provided sound guidance in every aspect of the deal, whether with regard to tax law, corporate law or human resources. The Miller family is forever grateful for their counsel throughout this once-in-a-lifetime transaction.”

Read how invested partnerships make a difference
Client Results

Succession plan benefits owner's children and incentivizes a valued employee.

See full case study

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