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Private Wealth Management Legal Support

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Private Wealth Management Legal Support

Preparation and Structures

Wealth Preservation

If you are concerned about tax law and wealth preservation for your family, Urban Their & Federer, P.A’s wealth management lawyers can help you create a solid strategy and put all of the proper legal requirements in place to administer all of your wealth management needs.

Whether your needs are general in nature or more complex, we have the knowledge and experience. We have dealt with complex international estate and wealth management planning for many individuals and business entities. Our solution is customized based upon each client’s unique individual financial status and needs.

We have experience coordinating multiple aspects of legal wealth management concerns such as accounting, insurance, and banking.

We manage many aspects of wealth management legal planning including the following areas.

  • Trusts
  • Tax Implications
  • Estate and Distribution Disputes
  • Wealth Planning
  • Strategic Estate Planning
  • Distribution of Assets
  • Business Entity Considerations

Whether you are concerned about control of family owned businesses or institutional fiduciaries through transitional times, such as retirement or estate distribution, we can provide a solution.
We will help you navigate important taxation considerations such as:

  • Gifts
  • Generational Transfers
  • Income Taxes

Urban Thier & Federer, P.A., serves clients worldwide and has law offices strategically located in different parts of the United States and Europe.

New York Wealth Management Attorney

With an office in NYC, we are delighted meet with our clients to discuss the most appropriate way to protect their assets and the implications of each structure.

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