Private Client

Within our fully integrated areas of concentration at FRB, our team of taxation, comprehensive estate planning, and asset protection advocates work tirelessly to make your aspirations of protecting your family a reality—and with proven results. 

For over 30 years, our Private Client group of expert attorneys has been nurturing high-net-worth clients with our experience, wisdom, and concierge-style solutions.

Together, we will discover the most effective ways for you to save in taxes, and safeguard your personal and business assets from lawsuits, while also honoring your legacy and life’s hard work. It is this fusion of planning and protection that will bring your plans and dreams to life.

It can be overwhelming figuring out what the best protection is for you, your family, and what you leave behind. We are there with our clients every step of the way and stay the course to guide you to security with airtight solutions and strategies that will last for generations to come, no matter the weather.

Comprehensive Estate Planning – The Fusion of Planning and Protection

Our strategies go beyond traditional estate and succession planning. More than ever, affluent families need additional layers of protection to attain the security they are looking for and to gain maximum access to their assets. Our attorneys will prepare a high-quality plan that combines the seamless execution of your wishes without the need for probate delay and expense, while also taking advantage of uniquely advanced estate tax planning structures.

Income Tax Planning – Designed for the Affluent Taxpayer

Limited opportunities exist to defer paying U.S. federal income tax on income or gain realized through any type of entity, and fewer opportunities, if any, exist for the beneficial owners of such entities to receive tax-free distributions of the accumulated profits earned by these entities.

Concierge service is our commitment to you.