Case Study
Preserving Family Wealth
Preserving Family Wealth Helping clients minimize their tax obligation through innovative planning techniques is a primary objective of Holland & Knight's Private Wealth Services Team. With that aim in mind, members of the team represented a multigenerational family business to reduce its tax liability by more than $200 million when it sold one of its business units to a Fortune 100 international company. Our team has served as trust advisor to the family business, as well as personal advisor to its top management, for more than 30 years. When our client first engaged in negotiations to sell one of its business units, our team members acted quickly to both negotiate the transaction and also to implement various wealth transfer techniques to reduce the amount of transfer taxes that would be