Our attorneys have advised shareholders and businesses ranging from start up ventures to large multinational corporations, including both public and privately held corporations across a diverse range of industries. For some clients, we function as sole legal counsel, providing critical advice on day-to-day issues and operations, as well as transactional representation. For other clients, we work together with their in-house legal departments, either on discrete areas of the law or as part of a major transaction team.
We bring valuable expertise on a broad spectrum of commercial issues to provide sophisticated, comprehensive legal advice to meet our clients’ business needs. Whether negotiating a single agreement or structuring a complex international transaction, our attorneys are equipped to advise clients through all stages of a transaction. In addition to advising clients on corporate transactions, our attorneys provide guidance on a wide range of compliance, securities, and corporate governance issues.
We provide highly skilled legal advice on the full range of business activities, and have advised shareholders and businesses ranging from start up ventures to large multinational corporations, including both public and privately held corporations across a diverse range of industries. For some clients, we function as sole legal counsel, providing critical advice on day-to-day issues and operations, as well as transactional representation. For other clients, we work together with their in-house legal departments, either on discrete areas of the law or as part of a major transaction team.
Specific Matters We Work On
Commercial Transactions - Corporate Compliance - Corporate Governance - Acquisitions - Outsourcing - Private Equity - Real Estate - Start-up and Early Stage Businesses - Venture Capital and Emerging Companies - Technology Transactions and Licensing
We are particularly adept in representing health care providers. Currently, we represent the 5th largest health care provider in the nation, and have done so for the past seven years. We also represent several of the nation's largest community health centers, guiding them on every legal facet they face. The firm is retained by private physician group practices and acute care facilities as their general counsel, and has been counsel to several large private insurers.
The law firm’s work encompasses state and federal legislative and regulatory advocacy, Medicare and Medicaid coverage and reimbursement, the 340B drug discount program, HIPPA compliance, all facets of regulatory compliance, and business transactions, among other matters.
Regulatory & Administrative Law
We represent clients on all aspects of regulatory and administrative law and policy needs, from the filing of public comments on proposed rulemaking to working through regulatory or administrative burdens to conducting business.
Our understanding of the complexities of federal agencies, rulemaking processes, and regulatory frameworks is augmented by knowledge of the specific industry sectors those agencies regulate, enabling us to provide expert advice on the impact of proposed or pending policy changes, potential impact of those changes and how best to plan for pending regulatory changes well in advance of their realization.
Private Wealth Services
The firm’s asset protection and estate planning practices have been in place for almost twenty years. We guide clients in creating asset protection vehicles to guard against creditors and tax liabilities, developing estate succession plans, and establishing charitable foundations and trusts.
Private Wealth Services
Our Private Wealth Services include:
Tailoring estate plans to the needs of family members in all generations.
Developing creative and effective techniques to transfer wealth on a tax-efficient basis even as the laws change.
Advising clients on succession issues in family businesses.
Helping clients with asset-protection strategies, both onshore and offshore.
Assisting corporate executives in minimizing taxes.
Creating charitable foundations.
Helping clients establish and operate family offices and private trust companies.
Legal Practice Areas include:
Family Businesses and Family Offices
Fiduciary Advisory Services
International Wealth Management
Nonprofit and Charitable Advisory Services
Trust and Estate Administration
Global Private Client Services
The high-net-worth population is a growing segment throughout the world. These clients often have family members, assets, businesses, and complex legal interests throughout the world.
Our Global Private Client practice taps into resources across the firm to provide families, family offices, and trust companies with a wide range of legal services tailored to their unique needs. Whether advising on a large cross-border real estate acquisition or developing a tax-efficient global plan to transfer family wealth to future generations, our Global Private Client team has the knowledge, experience, and resources to represent these clients in everything they do.
Representation of Families and Family Offices
Our Global Private Client practice represents U.S. and non-U.S.-based families and family offices, with deep experience advising these clients on their cross-border financial and personal interests involving the United States. With respect to non-U.S. families, this may include family members possessing U.S. citizenship or residency, ownership of U.S.-based property (such as vacation properties, automobiles, yachts, and aircraft), acquisition and disposition of U.S. businesses and real estate, establishing a U.S.-based family office or immigration to the United States. Similarly, for U.S. families, this may include acquisition and disposition of global investments (both businesses and financial assets), expatriation from the United States, ownership of global personal property and establishment of family offices and global tax structuring.
Representation of Trust Companies and Financial Institutions
In addition to representing families, individuals and family offices, our Global Private Client team has represented over the years financial institutions that service these groups, including many well-known trust companies and private banks.
Tax and Private Wealth Services
Our team routinely develops global structures designed to holistically address U.S. estate tax exposure, while also mitigating global income taxes. This includes leveraging global tax regimes to reduce global tax burden, use of tax treaties and strategic deployment of global investment structures, managing global tax reporting, global taxation of trusts and managing global information reporting, including counseling clients on compliance with the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards as they are adopted throughout the globe. The Global Private Client team has deep experience assisting families manage, and often minimize, their obligations under newly-enacted tax reporting and information exchange regimes throughout the world.
Corporate and Direct Investing Services
Our corporate lawyers assist families and family offices in all aspects of their business and investing needs. We help our clients navigate the complex cultural, legal, tax and business challenges posed by cross-border transactions. Our Global Private Client team routinely assists families and family offices develop and execute direct investing plans involving all industries including real estate, hospitality, oil and gas, life sciences, technology and manufacturing.
Crisis Management & Investigations
In a crisis management situation, the attorney-client privilege is paramount. Our style is discreet, versatile, and low-drama, reflecting years of experience in high-level assignments.
A strategic crisis response must measure not only tangible effects, but also the long-term impact actions will have on reputation, public perception, and possible unfortunate consequences. Actions and reactions are ultimately seen as an extension of normal business practices, magnified enormously.
Our team’s philosophy is simple: move quickly, stop the bleeding, get control of the situation, establish credibility, communicate, and deliver on promises. Such direct action produces impact and results, not just motion.
Our Crisis Predictability Model anticipates likely next events, helping to pre-empt and prepare. The Rapid Issues Assessment Model quickly-identifies specific vulnerabilities, plots allies and enemies, develops resonant messaging for key constituencies, and aids executives through counsel and coaching to successfully manage any crisis.
Our professionals have the ability to simultaneously provide legal advice, and act as crisis management consultants. Our team members are veterans at addressing legal, political, and media crises.