Brian M. Balduzzi

Brian Balduzzi is a private wealth and tax attorney in Holland & Knight's Philadelphia and New York offices and a member of the Global Wealth and Family Office Practice Group. Mr. Balduzzi focuses his practice on estate planning, tax planning, charitable planning, business succession, family office services, trust and estate administration, and fiduciary counseling for high-net-worth individuals, families, entrepreneurs, executives, fiduciaries and closely held business owners.

Mr. Balduzzi provides comprehensive guidance on sophisticated estate and gift tax planning, generation-skipping transfer tax planning, income tax planning, charitable giving, qualified small business stock (QSBS) planning, trust modification and decanting, probate and estate settlement, and the use of advanced planning vehicles such as, but not limited to, spousal lifetime access trusts (SLATs), spousal lifetime access non-grantor trusts (SLANTs), intentionally defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs) and incomplete non-grantor (ING) trusts.

Clients rely on Mr. Balduzzi for pragmatic, holistic counsel that integrates legal, tax, financial and business considerations. He helps families plan and protect legacies, structure tax-efficient wealth transfers, address fiduciary and administration issues, and prepare closely held businesses for succession, transition and long-term growth.

Prior to joining Holland & Knight, Mr. Balduzzi practiced in private client services at an AmLaw 100 firm, where he served as the co-chair of the Family Office Initiative, and another full-service law firm, advising media and corporate executives, entrepreneurs, intergenerational wealth-holders and real estate developers on sophisticated estate, tax and business planning. He also held fiduciary strategy and operational planning roles at a leading trust company and financial services firm, where he advised families with net worth ranging from approximately $25 million to $4 billion.

While in law school, Mr. Balduzzi was a member and notes editor of the Boston University Public Interest Law Journal. While earning his MBA, he served as editor-in-chief of the Cornell Business Journal.