Wealth Management

Wealth Management

The increasing complexity of today's tax laws is challenging the preservation of tomorrow's family and business financial interests. Faegre Baker Daniels wealth management lawyers assist clients in planning and protecting their futures.

Our professionals represent a variety of clients—from seasoned individuals with net worths in the hundreds of millions to young families just starting to build their nest eggs. We design trust and estate planning and administration strategies to be responsive to clients' needs, whatever their financial status.

Our wealth management professionals work closely with investment advisors, accountants, pension consultants, life underwriters and banking representatives to develop comprehensive estate plans and settle estates effectively.

We counsel clients on a range of wealth management concerns, including:

  • Estate planning and asset protection strategies;
  • Tax minimization for both benefactors and beneficiaries during the transfer of wealth;
  • Establishment and management of trusts;
  • Charitable giving options;
  • Planning for financial needs later in life;
  • Estate valuation and distribution;
  • Resolution of settlement disputes; and
  • Retention of control and business continuity for family owned and closely held businesses.

Contact

John Gardner, Indianapolis, 96th Street
+1 317 569 4667
David J. Shannon, Minneapolis
+1 612 766 8826

Rankings & Awards

Faegre & Benson ranked among the top law firms in Minnesota, Colorado, Iowa and the United Kingdom (Chambers USA, 2010)

Related Practices

Estate Administration
Estate Planning & Trusts
Family Owned Businesses
Federal Tax
Trusts & Estates Litigation
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