Wealth Administration Counsel

We represent numerous multimillion-dollar estates and trusts, many of which involve portfolios with such diverse and complex assets as art collections, closely held business interests, real estate held for development, mineral interests, patents, and copyrights. We assist in the administration and management of these estates and trusts, and counsel the fiduciaries and beneficiaries regarding a wide range of administration, investment, and tax planning matters. We also serve as executors or trustees for clients when appropriate. Our services additionally include preparing estate and fiduciary income tax returns, providing comprehensive trust accounting services, and representing fiduciaries before the IRS.

In addition, clients who rely on us to serve as trustees or successor trustees have access to Foley Private Client Services, the firm’s exclusive trust administration services. Through Foley Private Client Services, our attorneys and staff administer several billion dollars in client assets and cater to the needs of approximately 1,000 family members.