The firm has particular expertise in matters relating to the management and transfer of wealth, advises on issues relating to domestic and international estate and income tax planning, implements trust arrangements - in many cases our lawyers serve as trustees - and, through our wholly owned subsidiary Ropes Wealth Advisors LLC, offers a full range of financial planning and investment advice. Our charitable foundations practice offers strategic, sophisticated advice to private foundations and other charitable organizations.
The private client group’s lawyers are supported by more than 35 professionals, including trust administrators, tax accountants, probate accountants, philanthropic advisors, and estate settlement administrators. Our integrated, comprehensive approach to planning provides clients with control over their affairs and allows for flexibility in adapting to changing needs.
Our commitment to providing exceptional service to clients is based on:
- Personalized Service –We work closely with each client to tailor a customized set of services to meet their unique needs and goals.
- Long-Term Partnerships – We work with clients over the course of generations to support you today, and your family tomorrow.
- Integrated Perspective – The private client group’s multidisciplinary team takes a cohesive approach to meet the broad and varied needs of clients.
- Coordinated Administration – As a client’s needs change, the full resources of the firm will be consulted and allocated to best address new challenges.
Impact of tax reform on charitable giving
This wealth management group is best recognized for representing some of the largest private equity principals...Charitable planning for leading colleges and universities is another key area of the practice.