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Family Office and Trust Companies

Holland & Hart helps ultra-high net worth individuals and family offices manage generational wealth.

Private trust companies (PTC) have become increasingly popular estate planning tools to minimize state income taxes and maximize flexibility and family control. With no state income tax and a legal framework favorable to private trusts and PTCs, Wyoming is a preferred jurisdiction to locate a trust company. With offices in Wyoming, Holland & Hart private client attorneys bring a proven track record of helping clients establish or migrate, structure, and manage sophisticated PTCs sitused in Wyoming. Once a PTC is in place, Holland & Hart attorneys provide ongoing, long-term administration advise and support, so the operation and structure can stand up to regulatory challenge and fulfill long-term, multigenerational estate planning goals.

Our specialized team creatively structures family offices and closely held investment entities to craft outcomes designed to achieve clients’ complex tax and investment objectives. From tax and securities compliance, to trust and estate litigation and management of real property assets, we provide broad-based legal counsel to family offices. We also work closely with family offices and their advisors across the country to support the legal and tax needs of Wyoming-sitused trusts.

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