Primary Contacts

David Scott Sloan
Partner
Boston

David Scott Sloan assists high-net-worth clients to reach and maintain their financial and estate planning goals. From wealth management to lifestyle pursuits to philanthropic interests,...

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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...

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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.