Private Client Protecting Legacies

At Kilpatrick, we understand that your wealth is not just a measure of financial success, but a tool for crafting your legacy and achieving your goals. Your interests, whether in business, real estate, taxes, or philanthropy, are as unique as you are. That's why our Private Client team is tailored for preserving and enhancing what matters most to you. We believe in a partnership that goes beyond the numbers. It's about connecting with you on a personal level, understanding your aspirations, and aligning our strategies with your life's vision. This is key to providing counsel that accomplishes your goals. We're not just advisors; we're collaborators invested in your future.

Reach

Our expertise is broad and inclusive, reflecting the diversity of our clients themselves. From families to businesses and their owners from trustees to philanthropists, we stand by a wide array of individuals and entities, each with their own story and set of aspirations. We're here to ensure that your legacy is not just preserved but flourishes, impacting not only the immediate beneficiaries of your wealth but also paving the way for future generations.

Approach

Our approach is holistic and tailored to your personal and professional objectives, and the values that guide them. This deep understanding allows us to create solutions that are not only innovative but anticipate your needs and achieve your goals.

  • Asset Protection
  • Closely Held Business Planning
  • Estate Planning
  • Family Office Planning
  • Income Tax Planning
  • Not-For-Profit Entities and Charitable Giving
  • Art Law
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