OUR EXPERIENCE
BurgherGray’s Private Client practice provides comprehensive estate planning, wealth transfer, and fiduciary services to high-net-worth individuals and families. Our attorneys work closely with clients and their financial advisors to develop tailored strategies that preserve and transfer wealth while minimizing tax exposure.
Our services include the preparation of wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and other estate planning documents. We advise on wealth transfer techniques including grantor retained annuity trusts, charitable lead and remainder trusts, family limited partnerships, and generation-skipping transfer planning. We also represent fiduciaries in the administration of estates and trusts.
OUR ATTORNEYS
Our private client team includes attorneys with experience in sophisticated estate planning and administration at major law firms and trust companies. Team members have expertise in wealth transfer planning, fiduciary representation, and related tax matters.
TYPES OF CLIENTS
High-net-worth individuals and families, business owners planning for succession, corporate executives with equity compensation, fiduciaries including executors, trustees, and guardians, family offices, and charitable organizations and their donors.
OUR CLIENTS
Our private client practice serves entrepreneurs, executives, professionals, and families with significant assets requiring sophisticated planning and administration services.
