Private Wealth Services

Primary Contacts

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


Delaware Asset Protection Trusts Provides Substantial Income Tax Savings
Estate Planning Crosses State Lines
Family Business Benefits from Tax-Efficient Ownership Transition
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
Successful Dispute Resolution Spares Trustees from Expensive Litigation

Primary Contacts

Case StudiesPrivate Wealth Services

Case Studies
Private Wealth Services