Family Office/Private Client Services

Kelly Hart’s Private Wealth Services Group serves a diverse client base, including high-net-worth individuals, closely held and family businesses, charitable organizations, educational institutions, banks, and trust companies. Our team of attorneys offers comprehensive guidance on various areas, such as estate, gift, and generation-skipping transfer tax planning; advanced charitable giving strategies; probate and fiduciary litigation; tax disputes; utilizing life insurance for planning purposes; business succession planning; asset protection; international wealth transfer; charitable organizations; and private foundations.

In addition, we specialize in representing individuals in complex probate litigation matters, where we leverage our negotiation, litigation, trial, appeal, and alternative dispute resolution skills to achieve optimal results. Our team is committed to combating fiduciary misconduct and helping our clients navigate the legal landscape with confidence.