Megan Lisa Jones

Megan Jones is a private wealth and tax attorney in Holland & Knight's Century City office and a member of the Global Wealth and Family Office Practice Group. Ms. Jones advises high-net-worth individuals, family offices, founders, privately held businesses, private funds and multinational enterprises on complex tax, estate planning, business succession and transactional matters. Her practice encompasses private client tax planning, partnership taxation, entity structuring, international tax planning, family office advisory services, wealth transfer planning and sophisticated business transactions.

Ms. Jones counsels clients on tax-efficient entity structures, partnership and digital asset planning, pre- and post-liquidity planning, mergers and acquisitions (M&A), cross-border investments and multijurisdictional tax matters. She advises startup companies, founders and established businesses on investment structures, venture capital transactions, private capital matters, ownership transitions and succession planning. Her experience also includes emerging issues involving digital assets, blockchain technology, non-fungible tokens (NFTs), energy tax incentives and evolving tax regulations.

Clients value Ms. Jones' practical, business-oriented approach to complex tax and planning challenges. Drawing on her experience as both a tax attorney and former investment banker, she helps clients evaluate opportunities, manage risk and implement strategies that preserve wealth, support business growth and advance long-term planning objectives. She is particularly experienced in advising family enterprises, closely held businesses, family offices and multigenerational wealth structures.

Prior to joining Holland & Knight, Ms. Jones was an attorney at a national law firm, where she advised clients on transactional tax matters, M&A, restructurings, partnership structuring, family office matters, estate planning and private client tax planning. Previously, she practiced at national and international law firms focusing on private client, partnership, corporate and international tax matters, including sophisticated multijurisdictional structuring.

Before returning to private practice, Ms. Jones held senior positions in investment banking and management consulting, advising on M&A, restructurings, public offerings, private financings, venture capital transactions and strategic business matters. This background enables her to provide clients with practical insight into the legal, financial and operational issues affecting their planning and investment decisions.