Brinen & Associates provides sophisticated Private Client and Wealth Management legal services to founders, principals, and closely held business owners whose personal assets are closely aligned with their operating businesses and real estate holdings.
This practice addresses the legal and structural issues that arise at the intersection of business ownership, private wealth, and asset transition, including succession planning, ownership structuring, and long-term continuity.
The Firm’s private client work complements the firm’s core business-to-business representation by ensuring that the individuals behind the businesses the Firm represents are advised with the same high-stakes rigor and coordination applied to their operating entities.
Integrated Legal Planning for Business Owners
For business owners, personal wealth planning is inseparable from corporate governance, ownership structure, and real estate holdings. Events such as retirement, liquidity transactions, incapacity, or inter-generational transition frequently create legal risks that extend beyond the entity level.
Our attorneys work with clients to structure coordinated legal solutions that align private wealth planning with existing corporate, tax, and real estate frameworks. The objective is to promote continuity, reduce uncertainty, and prevent costly disputes that can undermine enterprise value.
Areas of Focus
Business Succession & Ownership Planning
We advise founders and principals of closely held and family-owned businesses on legal structures designed to support transition and continuity, including:
- Succession planning for complex family enterprises
- Shareholder, partnership, and operating agreements addressing death, disability, and transfer restrictions
- Founder retirement and strategic exit planning
- Inter-generational ownership and multijurisdictional governance structures
Cross-Border Wealth and Tax Coordination
As global asset concentration increases, we provide comprehensive legal guidance for clients with multi-jurisdictional footprints. We serve as the central coordinator for our clients’ global advisory teams, working in close concert with domestic and international CPAS, tax specialists, and foreign counsel to ensure tax efficiency and regulatory compliance across borders.
- Pre-Immigration and expatriation tax planning
- Structuring of foreign situs trusts and underlying holding companies
- Reporting and compliance for offshore assets and international business interests
- Coordination of global estate administration and treaty-based tax positioning
Private Client & Estate Planning
Our Private Client & Wealth Management practice includes legal planning for individuals whose personal assets are intertwined with operating businesses and investment holdings, including:
- Estate planning aligned with corporate, partnership, and ownership interests
- Trust structures integrated with operating entities and holding companies
- Asset protection, risk management, and fiduciary governance planning
- Charitable and legacy planning, including the formation of private foundations
Our approach emphasizes clarity, control, and coordination, rather than isolated or standardized documents.
Fiduciary & Estate Litigation
Leveraging our firm’s core strength in corporate litigation, we represent fiduciaries and beneficiaries in high-value disputes, including will contests, trust construction, and contested accountings to protect family wealth and institutional integrity.
Real Estate for Private Clients
For many business owners, real estate represents a significant component of personal wealth and is frequently held through family entities, trusts, or holding structures.
We advise private clients in connection with:
- Founder-owned commercial and mixed-use properties
- Family and closely held real estate portfolios
- Real estate owned by trusts, estates, and holding companies
- Real estate issues arising from succession, estate administration, or ownership transitions
This work is handled in coordination with the client’s broader wealth, succession, and business planning.
A Business-Focused Private Client Practice
Brinen & Associates Private Client & Wealth Management practice is not a retail estate planning offering. It is an extension of the firm’s business-focused legal services, designed to address the personal legal issues that accompany business ownership and asset concentration.
By advising clients on private wealth matters within the same firm that handles their corporate, tax, litigation, and real estate needs, we provide integrated legal counsel informed by institutional knowledge and long-standing client relationships.
Clients We Service
- Founders and principals of closely held businesses
- Family-owned and multi-generational enterprises
- Business owners approaching succession, liquidity, or transition events
- High-net-worth individuals with international operating businesses and real estate holdings
How We Help
Business owners and high-net-worth individuals often face legal issues that arise from the intersection of personal wealth, operating businesses, and real estate holdings. Our attorneys help clients structure ownership, succession, and estate planning strategies that protect their assets and promote long-term continuity.
We guide clients in making informed decisions about asset protection, ownership transitions, and cross-border wealth planning while coordinating these matters with their corporate and real estate structures. Our goal is to provide clear, practical legal advice so clients can focus on managing their businesses and preserving their wealth.
If you need assistance with private client planning or wealth management matters, contact us for a consultation.