582 Lynnhaven Pkwy, Suite 100
Virginia Beach, VA 23452
(757) 995-4562
Strategic Estate Planning for High-Net-Worth Individuals and Families
When significant wealth is involved, estate planning requires sophisticated strategies to preserve assets, minimize tax burdens, and ensure your legacy endures. At Harry J. Brown, PLLC, we provide specialized estate planning services for high-net-worth individuals and families throughout Virginia Beach and beyond.
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With a thorough understanding of complex tax laws and wealth preservation techniques, we develop comprehensive strategies that protect your wealth for generations to come.
Comprehensive High-Net-Worth Estate Planning Services
Advanced Tax Planning Strategies
We implement sophisticated tax planning approaches to help minimize estate, gift, and generation-skipping transfer taxes, including:
✔ Strategic gifting programs
✔ Family limited partnerships
✔ Qualified personal residence trusts
✔ Grantor retained annuity trusts (GRATs)
✔ Intentionally defective grantor trusts (IDGTs)
Asset Protection
Protect your wealth from potential creditors, lawsuits, and other risks with tailored asset protection strategies:
✔ Domestic asset protection trusts
✔ Offshore trust planning
✔ Family limited liability companies
✔ Insurance strategies
✔ Strategic asset titling
Business Succession Integration
For business owners, we coordinate your estate plan with your business succession strategy to ensure seamless transition and preservation of your business legacy.
Charitable Planning
Structure your philanthropic goals in tax-efficient ways through:
✔ Charitable remainder trusts
✔ Charitable lead trusts
✔ Private foundations
✔ Donor-advised funds
Unique Challenges for High-Net-Worth Families
High-net-worth individuals and families face distinct estate planning challenges that require specialized knowledge and strategies:
Legacy Planning
Establishing values-based inheritance and philanthropic impact
Family Dynamics
Addressing potential conflicts and ensuring fair distribution among heirs
Tax Exposure
Minimizing federal estate, gift, and generation-skipping transfer taxes
Privacy Concerns
Maintaining confidentiality while protecting wealth
Complex Asset Portfolios
Managing diverse assets including business interests, real estate, investments, and collectibles
Our Process for High-Net-Worth Clients
1
Comprehensive Assessment
We conduct a thorough analysis of your assets, family situation, and goals.
2
Strategy Development
We create customized tax-efficient strategies aligned with your wealth preservation objectives.
3
Coordination with Advisors
We work alongside your financial advisors, accountants, and other professionals to ensure an integrated approach.
4
Implementation
We execute your estate plan with meticulous attention to detail.
5
Regular Reviews
We periodically review and update your plan to address changing laws, assets, and family circumstances.
Why High-Net-Worth Individuals Choose Harry J. Brown
1
Sophisticated Expertise
Deep understanding of complex wealth preservation strategies
2
Discretion and Confidentiality
Commitment to protecting your privacy
3
Collaborative Approach
Seamless coordination with your existing advisors
4
Personalized Service
Tailored solutions that reflect your unique situation and goals
5
Long-Term Relationship
Ongoing support as your wealth and family evolve
