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

Successful Dispute Resolution Spares Trustees from Expensive Litigation
 

We assisted trustees to resolve disputes with beneficiaries and with co-trustees without the need for litigation, saving the parties several hundred thousand dollars in legal fees.

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