Private client

The preservation of significant wealth over multiple generations necessitates sophisticated estate planning advice.

A&O Shearman’s Private Client team has a long track record of advising high net worth individuals on all aspects of transferring and preserving wealth, including estate, gift and generation-skipping transfer tax issues, and the proper administration of substantial and complex trusts and estates. 

We work closely with clients all over the globe to establish tailored estate plans, including the preparation of wills and trusts, prioritizing tax efficiency while remaining consistent with our client’s unique personal objectives. 

Our clients include affluent individuals and families, single family offices, founders, entrepreneurs, fund principals, corporate executives, fiduciaries, and charitable organizations.