Primary Contacts

David Scott Sloan
Partner
Boston

David Scott Sloan works closely with clients to design and implement sophisticated strategies that are integral to their family wealth planning. High-net-worth individuals, particularly...

View Full Profile

Edward "Ed" Koren
Partner
Tampa
Lakeland

Edward F. Koren Jr. leads Holland & Knight's Private Wealth Services Group. His practice is heavily involved in wealth planning and protection for entrepreneurs and multi-generational...

View Full Profile

  • Printer friendly
  • Email this page to a friend
  • Generate a PDF version of this page

Case Studies
Private Wealth Services

Family Business Benefits from Tax-Efficient Ownership Transition
 

Holland & Knight lawyers assisted the senior and junior owners of a family business in a successful business ownership transition that was tax-efficient, providing the needed cash flow to the senior generation, and created assets to equalize the treatment of junior family members not active in the business.

Related Practices