Bagneris Legal provides comprehensive, personal, and strategic legal representation on wealth management matters for individuals, families, privately owned companies, individual and corporate fiduciaries, and foundations.
We have experience and specific knowledge regarding wealth preservation strategies; taxes; asset acquisition, asset protection, and asset recovery. Our plan designs are highly personal, unique to the individual circumstance, and structured to minimize tax liability and exposure while remaining sensitive to each family’s individual dynamic. We counsel clients on the full spectrum of wealth planning issues, including fiduciary obligations, trust and estate administration, philanthropic planning, dynamic planning, foundation management, and business management. We specialize and have assisted families with wealth preservation, transfer and management, business succession and retirement plans, and marital property planning.
We frequently collaborate with clients’ existing advisors, including accountants, other attorneys, and investment counselors, to achieve clients’ objectives and goals.