High-Net-Worth &
Private Client Planning
For individuals and families with $5M+ in assets, standard estate planning is not enough. Our Private Client practice delivers the advanced, confidential counsel your situation demands.
Who This Is For
Beyond Standard Planning
High-net-worth planning is not simply a more expensive version of standard estate planning. It requires a fundamentally different approach — one that accounts for complex asset structures, multi-entity ownership, federal estate tax exposure, and multi-generational wealth objectives.
Our Private Client practice is built specifically for individuals and families whose planning needs exceed the scope of conventional estate planning. We work alongside your financial advisors, CPAs, and investment managers to create a unified legal framework.
As a dually licensed Attorney and CPA, Darryl V. Pratt sees both the legal and tax implications of every decision — a perspective that prevents the blind spots that cost high-net-worth clients millions.
Ideal For
- Estates valued at $5M+
- Multi-entity business owners
- Families with generational wealth
- Executives with equity compensation
- Real estate portfolio owners
- Individuals facing significant wealth events
- Families seeking dynasty planning
Private Client Services
Comprehensive Capabilities
Advanced Asset Protection
Multi-layered strategies using domestic and international structures to protect your wealth from creditors, litigation, and unforeseen risks.
- Domestic asset protection trusts
- Series LLC structures
- Equity stripping techniques
- Charging order protections
- Insurance integration
Advanced Estate & Trust Planning
Sophisticated estate plans designed to minimize estate and gift tax exposure while ensuring seamless wealth transfer across generations.
- Irrevocable life insurance trusts (ILITs)
- Grantor retained annuity trusts (GRATs)
- Spousal lifetime access trusts (SLATs)
- Dynasty trusts
- Qualified personal residence trusts (QPRTs)
Tax-Efficient Wealth Transfer
Strategic gifting and transfer techniques designed to move wealth out of your taxable estate while maintaining access and control where possible.
- Annual exclusion gifting strategies
- Lifetime gift tax exemption planning
- Generation-skipping transfer (GST) planning
- Charitable lead and remainder trusts
- Family limited partnerships (FLPs)
Family Office & Governance
Structured governance and family office frameworks to manage wealth, align family values, and ensure continuity across generations.
- Family mission and governance documents
- Family meeting facilitation
- Next-generation education planning
- Philanthropic strategy design
- Trustee and fiduciary selection
Business Succession & Exit
Comprehensive exit planning for business owners — maximizing after-tax proceeds while ensuring the business legacy continues.
- Pre-sale entity restructuring
- Buy-sell agreement design
- Management transition planning
- Employee retention strategies
- Post-sale wealth structuring
Multi-Generational Planning
Long-term planning that extends your family's wealth, values, and legacy across multiple generations while minimizing friction and tax.
- Dynasty trust design
- Education and incentive trusts
- Generation-skipping transfer planning
- Family bank and loan structures
- Values-based distribution planning
Ready to Protect Your Future?
Take the first step toward securing your legacy. Schedule a free consultation with our experienced team or contact us today to discuss your legal needs.
Call us directly: (888) 517-4575