practices
Our experts in various fields find solutions for customers. We provide customized solutions based on a thoroughly analyzed litigation database.
Private Client Services
Preserving wealth is not only about numbers—it is about purpose, legacy, and trust.
At SJKP LLP, our Private Client Services practice provides sophisticated, multidisciplinary counsel to high-net-worth individuals, families, entrepreneurs, and family offices seeking to protect and grow their wealth across generations. We blend strategic planning, legal precision, and personal insight to craft solutions that reflect our clients’ values as much as their financial ambitions.
From estate and tax planning to family governance, philanthropy, and cross-border structuring, we help clients achieve stability in a world of constant change. Our approach combines technical mastery with discretion and empathy—building enduring relationships founded on integrity, understanding, and foresight.
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1. Private Client Services Strategy Designing Frameworks for Generational Success
True wealth planning begins with clarity of purpose.
At SJKP LLP, we design customized strategies that align financial, familial, and philanthropic goals. Our Private Client Services team works with clients to develop structures that protect assets, minimize tax exposure, and ensure smooth wealth transfer across generations.
We advise on the formation of trusts, family partnerships, and private foundations, combining sophisticated tax planning with governance frameworks that maintain both control and flexibility. Whether planning for immediate liquidity or long-term succession, we deliver strategies that make legacy both sustainable and secure.
Private Client Services and Estate Planning
Our attorneys craft comprehensive estate plans that reflect each client’s personal and business circumstances. We design wills, revocable and irrevocable trusts, charitable remainder structures, and generation-skipping plans to ensure that assets are transferred efficiently and according to intent.
Private Client Services and Family Governance
We help families establish governance systems that promote unity, communication, and accountability. Our counsel includes family constitutions, succession protocols, and education programs for next-generation stewardship.
2. Private Client Services and Tax Planning Integrating Strategy with Efficiency
Tax efficiency is the cornerstone of wealth preservation.
Our Private Client Services attorneys develop tax-optimized solutions that balance compliance with opportunity. We advise clients on income, estate, gift, and generation-skipping transfer tax strategies while managing multijurisdictional exposure for globally mobile families.
We also represent clients before tax authorities in audits and disputes, ensuring that every position is substantiated and strategically defended. With experience in both domestic and international regimes, we provide seamless guidance for clients whose lives and assets cross borders.
Private Client Services and Income & Estate Tax Strategy
We implement sophisticated planning tools—grantor trusts, GRATs, family limited partnerships, and charitable vehicles—to minimize tax liabilities while preserving operational control.
Private Client Services and Cross-Border Tax Compliance
Our team advises multinational families on residency, domicile, and treaty-based tax relief. We coordinate with foreign advisers to manage reporting obligations under FATCA, CRS, and other global frameworks.
3. Private Client Services and Family Office Advisory Building Institutions Around Legacy
A family office is more than an investment platform—it is the infrastructure of continuity.
At SJKP LLP, we assist in structuring and managing single and multi-family offices, integrating legal, tax, and operational considerations. Our Private Client Services practice helps define governance models, risk management frameworks, and succession protocols that align professional management with family oversight.
We also coordinate with financial advisers, investment managers, and trustees to ensure cohesive decision-making. Whether launching a new office or optimizing an existing one, we provide the structure and discipline required for enduring success.
Private Client Services and Family Office Formation
We guide clients in establishing family offices, selecting jurisdictions, and designing ownership and management structures. Our counsel addresses regulatory compliance, fiduciary duties, and operational scalability.
Private Client Services and Investment Governance
We advise on investment oversight, performance monitoring, and documentation of policy frameworks that balance entrepreneurship with prudence. Our goal is to align the family’s vision with institutional-grade discipline.
4. Private Client Services and Philanthropy Aligning Purpose with Impact
Philanthropy is the ultimate expression of legacy.
Our Private Client Services attorneys help clients transform charitable intent into structured, lasting impact. We advise on the creation and operation of private foundations, donor-advised funds, and charitable trusts, ensuring compliance with tax-exempt laws and maximizing social value.
We also counsel on cross-border giving, ESG-aligned investments, and philanthropic governance, ensuring that generosity achieves both moral and measurable outcomes.
Private Client Services and Foundation Management
We assist in establishing and managing foundations, drafting bylaws, and advising on board composition, grant-making policies, and regulatory filings. Our guidance ensures long-term sustainability and transparency.
Private Client Services and Strategic Philanthropy
We help clients align philanthropic missions with broader wealth planning strategies—integrating giving with family values, impact measurement, and multigenerational engagement.
5. Private Client Services and International Planning Navigating Global Wealth Structures
Global wealth requires global foresight.
At SJKP LLP, we advise clients with international assets, residences, or citizenships on tax-efficient structures that comply with multiple legal systems. Our Private Client Services practice assists in pre-immigration planning, expatriation, and the management of offshore trusts, companies, and investment vehicles.
We work with clients to navigate the intersection of privacy, regulatory compliance, and mobility. Whether managing real estate portfolios, digital assets, or cross-border estates, our strategies combine discretion with global reach.
Private Client Services and Pre-Immigration Plannin
We counsel clients relocating to or from the U.S. on pre-arrival tax strategies, asset restructuring, and domicile selection to minimize future liabilities and compliance burdens.
Private Client Services and Offshore Trusts
We design and manage offshore and hybrid trust structures that preserve privacy and enhance asset protection while maintaining compliance with reporting and tax requirements.
6. Private Client Services and Dispute Resolution Protecting Family Interests with Discretion
Even well-structured plans can face challenge—and discretion is key to resolution.
Our Private Client Services lawyers represent individuals, fiduciaries, and family entities in disputes involving trusts, estates, and fiduciary obligations. We also manage conflicts with tax authorities, business partners, and co-beneficiaries with tact and efficiency.
We combine litigation strategy with negotiation skill to resolve matters privately, preserving both family relationships and public reputation.
Private Client Services and Fiduciary Disputes
We represent trustees, executors, and beneficiaries in complex litigation involving breach of duty, asset mismanagement, and interpretation of trust provisions.
Private Client Services and Tax Controversies
We assist clients in audits, appeals, and voluntary disclosure programs, working with tax agencies such as the IRS and state departments of revenue to achieve favorable resolutions.
7. Why Choose SJKP LLP for Private Client Services Discretion. Strategy. Legacy.
At SJKP LLP, we believe that private client representation is personal—anchored in trust, continuity, and care.
Our attorneys bring together decades of experience across tax, estate, corporate, and international law to serve the holistic needs of families and individuals. We operate with the utmost confidentiality, combining technical excellence with empathy and judgment refined through long-term relationships.
Whether preserving a legacy, building a family enterprise, or designing a philanthropic vision, we help clients protect what matters most.
At SJKP LLP, we don’t just manage wealth—we help our clients define its meaning.
The information provided in this article is for general informational purposes only and does not constitute legal advice. Reading or relying on the contents of this article does not create an attorney-client relationship with our firm. For advice regarding your specific situation, please consult a qualified attorney licensed in your jurisdiction.
Certain informational content on this website may utilize technology-assisted drafting tools and is subject to attorney review.
