top of page

Wealth & Private Client Services

Navigating the Evolving Landscape of Wealth Management

 

Change is an inevitable part of life, and it significantly impacts wealth management for individuals, families, private companies, nonprofit organizations, and fiduciaries. Tax laws, market conditions, and family business circumstances are constantly shifting, creating both opportunities and obstacles. At Arroyo | McArdle, our Wealth and Private Client Service is dedicated to safeguarding and enhancing your financial interests by staying highly responsive to these changes, both positive and negative.

Client-Centered Approach: Harnessing Collective Experience

As a client, you will benefit from our firm's highly experienced, skilled, sophisticated, and motivated team. You can count on our firm, as we represent clients in a wide array of legal areas and integrate our firm-wide practices to deliver comprehensive solutions.

Trusted Advisors: Tailored Wealth Planning Strategies

Our seasoned wealth planning team has crafted and executed numerous estate plans for high-net-worth individuals, multigenerational families, and international clients. We employ a wide array of sophisticated strategies and techniques, ranging from traditional to cutting-edge. Our team specializes in diverse fields, including:

 

  • Estate, gift, and generation-skipping transfer tax planning

  • Advanced charitable giving strategies

  • Life insurance planning

  • Trustee services

  • Business succession planning

  • Asset protection

  • International taxation

  • Charitable organizations and private foundations

  • Entrepreneurial planning

  • Preferred partnerships

  • Private placement life insurance

Estate Tax Assistance and Compliance: Minimizing Tax Burdens

Beyond estate administration, our lawyers advise clients on tax-related activities for businesses, individuals, and estates. Our services include transfer tax minimization planning, representation in estate tax law controversies, and a comprehensive range of post-mortem planning strategies.

Dispute Resolution: Resolving Complex Matters

Collaborating with dispute resolution lawyers, we strive to achieve optimal results through negotiation and alternative dispute resolution methods, representing individuals, family businesses, charitable organizations, educational institutions, banks, and trust companies.

Tax-Exempt Organizations: Comprehensive Legal Support

Our team assists various tax-exempt entities, including U.S. or international charities, family or corporate foundations, educational institutions or organizations, professional associations, religious organizations, and more. Our team is proficient in the specialized and complex laws pertaining to these organizations and has experience relating to corporate governance issues and high-profile case settlement. We routinely advise tax-exempt clients on matters such as:

  • Wealth protection and transfer

  • Federal, state, and local tax laws

  • Corporate governance and transactions

  • Nonprofit asset management

  • Charitable and planned giving

  • Charitable solicitation

  • Estate administration

  • Business coordination issues

  • Bequest capture

  • Intellectual property

  • Real estate

Comprehensive Wealth Management Solutions for a Changing World

 

In today's dynamic landscape, effective wealth management requires a proactive, client-centered approach and a deep understanding of the complex challenges individuals, families, and organizations face. We offer a comprehensive suite of services tailored to your unique needs, backed by expertise and a commitment to safeguarding and enhancing your financial interests. Let our trusted team guide you through the evolving world of wealth management with confidence and peace of mind.

bottom of page