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...

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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

Smart Relocation Strategies Provide Tax Benefits
 

Holland & Knight Private Wealth Services lawyers assisted several wealthy clients in changing their residence to Florida in a manner that will prevent the Commonwealth of Massachusetts and the State of New York from treating the clients as residents for income and estate tax purposes.

Related Practices