Waller is now a part of Holland & Knight

Within the wealth management context, Waller provides advice and counsel related to both business decisions and family dynamics that are unique to high net and ultra-high net worth families and individuals. Our clients seek guidance on a number of scenarios including: > New venture planning > Asset disposition > Family member or sibling disputes > Planning around a medical event > Private trust company formation and operation > Real property acquisition or disposition > Trust planning for family members incapable of managing the business.  We also help our clients with their family charitable foundations and perform services for large non-profit organizations. In addition to our wealth management services, Waller is a full-service law firm serving corporate and individual clients across the spectrum of legal needs including mergers and acquisitions, intellectual property, dispute resolution, labor and employment, real estate, and government relations. We are particularly focused on serving the health care, the financial services, the real estate and the private equity industries.

Clients say we understand their stresses; we make their issues our own. They may come because of one lawyer, but they stay for the firm. For our family office and wealth management clients, we especially value discretion, accessibility, responsiveness, sensitivity, and communication. We treat our clients as we would like to be treated ourselves.

In general, client matters are staffed with a primary contact or responsible attorney, with a team of fellow partners, junior attorneys, paralegals, and administrative staff supporting the matter as needed. In the wealth management and family office context, for example, one of our experienced partners would be the person with whom the client generally interacts, and, depending on the given client need, one of our estate planning, business services, or tax attorneys may be brought in to provide specific input. Working with Waller provides our clients the benefit of having a full-service firm available for consult on matters outside traditional wealth management or family office needs. In the event a litigation, real estate, labor and employment, etc. need arises, we can provide our clients with expert guidance in those areas with the confidence that they will be well served.

>One of only two Tennessee Firms ranked in Band 1 by Chambers High Net Worth Guide > Overall bench strength with 4 Chambers High Net Worth Guide Ranked Partners > Hands-on, personal attention

We customize our communication methods to best fit our clients' needs and schedules. We use any and all forms and methods of communicating with clients including video conferencing, audio conferencing, conference bridges, extranet sites and social media in addition to traditional email, voicemail, phone, etc.

We focus a great deal on social media.  Follow us on LinkedIn at:  Waller Lansden Dortch & Davis, LLP

We customize educational programming to the needs of a given family. Our observation has been that programs open to the public or open to a group of family offices tend to be less effective because of the sensitive and confidential nature of the content. In order to really give our clients the benefit of an educational seminar or event, we offer them on an individual basis. This encourages frank conversation and open dialogues that will best suit the family's particular needs. We can provide these educational sessions both in person as well as remotely through video conferencing or other methods.

All of our Tax attorneys have LL.M. degrees; many of our tax attorneys are members of the American College of Trust and Estate Counsel (ACTEC) as well as the American College of Tax Counsel