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

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.

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