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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 wealth and estate planning.

Our private wealth management lawyers provide solutions to clients who 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 on private wealth law 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

Representative Experience

  • Represented married couple who owned a rapidly growing technology company, which they planned to sell in three to five years. They sought ways to keep the liquidation proceeds within the estate, while minimizing estate taxes and creditor claims. We recapitalized the company into voting and non-voting interests and represented the couple in their gifting and sale of the non-voting interests into irrevocable trusts, a strategy protecting all future appreciation in the company, as well as liquidation proceeds, from estate taxes and creditor claims.
  • Represented owner of a mechanical contracting business who sought to assure long-term financial security for her and her husband, make gifts to her children before her death, and ensure the company’s continued health. In exchange for most of her stock, owner received an S distribution and a note on which she would receive regular principal and interest payments. Deal was also structured to include tax-advantaged warrants, which she gave to her children, only one of whom was involved in the business. New company leaders were issued stock options to provide incentive to succeed, and owner retained oversight of business through her position on the board. Remainder of stock was sold to an ESOP, where no income tax would be due on the company’s earnings going forward.
  • Represented owner who hoped to sell construction company for mostly cash for retirement, while securing a future in the company for valued employees. Our team identified a similar company already owned by an ESOP and that was interested in expanding. The buyer could pay mostly cash upfront and could allow the workforce of the purchased company to secure partial ownership by participating in the ESOP.
Speaking Engagements | March 17, 2022
Speaker, "Strategies for 2022 and Beyond," Tiger 21 (Miami)
Media Mentions | January 23, 2022
BizTimes: Notable Women in Law: Jennifer Olk
News Releases | December 06, 2021
Husch Blackwell Elects 36 to 2022 Partnership Class
Media Mentions | June/July 2020
MKE Lifestyle: The Current State of Estate Planning

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