Private Wealth Services

Primary Contacts

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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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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Case Studies
Estate Planning and Administration


Estate Planning Crosses State Lines
Prenuptial Agreement Furthers Client's Long-Term Objectives
Proper Structuring of Insurance Trust Saves Thousands in Premiums
Smart Relocation Strategies Provide Tax Benefits
Sophisticated Estate Planning Techniques Benefit Same-Sex Couple
Holland & Knight Closes on $23.2 Million Loan for 82-Acre Mixed Use Development
$73 Million Sale of Hotel and Casino
Trusts & Estates Lawyers Help Client Maintain Family Vacation Compound Through Multiple Generations
Trusted Private Wealth Lawyers Guide Administration of Multimillion Dollar Estate

Primary Contacts

Case StudiesEstate Planning and Administration

Case Studies
Estate Planning and Administration