Brian M. Balduzzi

Brian M. Balduzzi advises high-net-worth individuals, multigenerational families, entrepreneurs, executives, fiduciaries and closely held business owners on complex estate, tax and business succession matters. As a private wealth and tax attorney in Holland & Knight's Philadelphia and New York offices, Brian helps clients navigate the intersection of family, business and wealth by developing sophisticated planning strategies tailored to their personal and financial goals.

Brian is known for his collaborative and practical approach to counseling clients through significant wealth transfer, succession and fiduciary planning decisions. He regularly works alongside clients' accountants, investment advisors, family office personnel, trustees and other professional advisors to design and implement integrated solutions that preserve wealth, facilitate business continuity and support long-term family objectives. His ability to bridge legal, tax, financial and operational considerations, along with multijurisdictional practice, allows him to provide strategic advice that reflects the full complexity of a client's circumstances.

Brian's practice encompasses sophisticated estate, gift and generation-skipping transfer tax planning, income tax planning, charitable planning, family office matters, trust and estate administration, fiduciary counseling and business succession planning. He advises on the design and implementation of advanced wealth transfer strategies, including 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. He also counsels clients on qualified small business stock (QSBS) planning, trust modifications and decantings, probate and estate settlement matters, and fiduciary administration issues.

Drawing on experience in private practice and the fiduciary services industry, Brian brings a holistic perspective to private wealth planning. Before joining Holland & Knight, he advised media and corporate executives, entrepreneurs, real estate developers and multigenerational wealth-holders at prominent law firms, where he also served as co-chair of a Family Office Initiative. He additionally held fiduciary strategy and operational planning roles at a leading trust company and financial services institution, advising families with net worth ranging from approximately $25 million to $4 billion. This combination of legal, fiduciary and business experience enables Brian to guide clients through complex planning and administration matters with an understanding of technical tax considerations and real-world implementation.

Clients turn to Brian not only for sophisticated tax and estate planning, but also for trusted counsel on the broader challenges that accompany wealth and business ownership, including governance, family dynamics, succession, liquidity planning and legacy preservation. His goal is to help families and business owners make informed decisions, minimize tax exposure, protect assets and position future generations for long-term success.

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