Protecting what matters most, your wealth, legacy, and family, requires careful planning and trusted guidance. For over 85 years, Coleman Talley’s Estate & Wealth Planning Practice Group has helped high-net-worth individuals, families, and entrepreneurs craft customized legal strategies to preserve and protect their assets for the future.
Our lawyers have extensive experience serving the unique needs of individuals, families, and businesses with wealth planning strategies. We offer our clients a complete range of wealth planning services, including:
General Counsel for Families
Coleman Talley attorneys regularly coordinate and help with family meetings to supplement “family office” functions and serve as general counsel to families to source legal needs no matter what issues arise.
Entrepreneur Wealth Planning
We assist entrepreneurs in structuring estate plans that preserve wealth without limiting their passion for creation and investment. Through the use of dynasty trusts and other advanced planning strategies, we help clients generate the next opportunity of their balance sheets while protecting existing wealth.
Multigenerational Estate Planning
We partner with multi-generational families to create cohesive estate plans that protect wealth and promote family stewardship. Our approach covers every stage of life from disability and foundational estate planning for all family members to asset protection strategies such as layered LLCs and prenuptial agreements. We help families structure wealth transfers to empower the next generation as responsible stewards, not just beneficiaries, while guiding them through life’s inevitable transitions with care and clarity.
Legacy Wealth Planning Success Story
Our team worked with a multi-generational family in planning for the scale of their 100-year-old family business, in partnership with Coleman Talley’s Mergers & Acquisitions Practice Group. While the transaction was underway, our wealth planning team established a series of dynasty trusts to preserve and transfer wealth across generations. We managed the process of vetting private banks, family office professionals, and money managers, maintaining the family’s anonymity while ensuring proposals, after guiding the family through advisor interviews and selection, we also helped guide a private family foundation to support their philanthropic goals ensuring their legacy would extend beyond wealth to benefit the causes most important to them. This is just one of many success stories. Contact our team today to learn how we can help you preserve your wealth, protect your legacy, and create a plan for generations to come.
Coleman Talley lawyers regularly collaborate with our corporate, real estate, and finance practices to achieve our clients’ individual and business objectives.
