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This information provided by Gould Cooksey Fennell
We are a boutique law firm with 13 attorneys practicing in three distinct areas of law, and more than half of our attorneys practicing in private wealth services. For over 20 years we have helped high-net worth and ultra-high-net worth families in the Treasure Coast protect, preserve and pass on their wealth.
We routinely assist high-net-worth individuals with sophisticated tax planning within the lifetime construction of the estate plan, as well as post-mortem estate and income tax planning. By conducting a comprehensive review to identify gaps between estate planning and business planning, we are able to design and implement customized plans that often produce significant tax savings without sacrificing the client’s important personal objectives. Our team also leads, encourages and facilitates family meetings as appropriate.
High-net-worth families seek us for our experience with sophisticated trust, administrative and estate planning. Many of the clients pursuing our Family Office Services are retired Fortune 500 executives who value quality, privacy and confidentiality; much of our new work comes from personal recommendations by current clients.
See the Glossary for definitions of these metrics.
This information provided by Gould Cooksey Fennell
What core services do you provide for your average client profile?:
Our Family Office Services Group provides comprehensive estate and tax planning services to high-net-worth individuals and families, including the following:
- Estate Planning
- Estate & Trust Administration
- Estate, Gift, GST and Income Tax Planning
- Charitable Planning
- Florida Homestead
- Fiduciary Services
- Florida Residency
- Private Foundations
- Trust Creation, Modification & Termination
- Business & Succession Planning
- Estate & Trust Litigation
- Wealth Preservation
Additional focal points of our services extend beyond the scope of estate and tax planning, into, litigation, and real estate matters.
How are your client teams structured to deliver services to their clients?:
Our dedicated horizontal team structure assures a client consistently receives partner level attention.
How would you describe your ideal client?:
High net worth individuals and multigenerational families with complex trusts, businesses, extensive legacy planning and charitable foundations that desire customized family office solutions from a core group of professionals.
What are the top three characteristics that distinguish your firm the most from your competitors?:
As a boutique law firm we recognize that responsiveness and efficiency are as important as our technical capabilities. We put the interests of our family office clients first, and are always within reach. We also understand the value of teamwork and can integrate our services to collaborate with a client’s team of trusted advisors.
What are the credentials and qualifications of your firm management and staff?:
100% of Estate Planning Attorneys with advanced Degrees (LL.M) in Estate Planning or Tax
3 Board Certified Specialists in Wills, Trusts and Estates
1 Board Certified Specialist in Taxation
Individual attorneys in our Family Office Services Group have also been recognized for their expertise by organizations that rely on peer reviews, and include designations such as Best Lawyers in America, Super Lawyer, Rising Star, and Martindale-Hubbell “AV” rated.
See the Glossary for definitions of these metrics.
This information provided by Gould Cooksey Fennell
See the Glossary for definitions of these metrics.
FOX Knowledge Center Contributions:
No contributions were found.
Headquarters
Headquarters:
Vero Beach Florida 32963
United States
Disclaimer: The listing of any firm in the Advisor directory, as well as any related profile, report, presentation or other information on this site, does not constitute a recommendation or endorsement by FOX of any firm listed therein, nor does it constitute any form of investment, legal or tax advice. The information contained in any profile, report presentation or other information regarding Advisors has been provided by such Advisor without independent verification by FOX. Accordingly, FOX makes no representation or warranty as to the accuracy or completeness of such information and assumes no liability for any inaccuracies or omissions therein. The “Leading Wealth Advisor” designation is not in any way based upon any client’s experience with, or endorsement of, such Leading Wealth Advisor.
