If you are a high net worth investor, a private business owner, entrepreneur, or other private client, you likely have some idea of how extensively federal and state laws play a role in managing your wealth. Among the matters facing our private clients are investment management, asset protection, trust and estate administration, tax planning, and dispute resolution, all of which have their attendant tangles of regulations. As Chicago’s full service law firm, Hart & David provides legal counseling and representation when handling these issues.

Investment Management

Wealth comes through a variety of investments in securities, stocks, real estate, private equity, and other financial vehicles. The federal regulations on these are extensive and complex, so experienced legal advising will help immensely when managing your investments. Hart & David has helped both corporations and individuals handle their investment portfolios in a way that prevents legal entanglements and maximizes return.

Asset Protection

Real estate, trusts, investments, and other assets contribute toward your net worth, and it is important to protect them. With our skilled legal services, we can help you establish asset protection trusts in a way that will keep your assets secure against claims from creditors, lawsuits, etc. We also provide legal counseling to help you plan how to structure your asset management practices.

Estate Planning

Making sure your estate is properly managed and dispensed after your passing is key to preserving your legacy and protecting the future of those your care most about, including spouse, children, and other beneficiaries. This is not only key to protecting your assets in the event of your passing, but it is also absolutely vital in the event that you become incapacitated and unable to speak on your own behalf. Our trusted legal experts are able to help you take care of succession plans, asset and estate management, and other important matters.

Tax Planning

Taxes are an ever-present reality, as is the complexity of managing them under current tax laws. With a healthy, diverse investment portfolio, the tax laws that apply to you will likely be quite varied, especially if you have a high net worth. Skilled legal help with your tax planning is key to helping you keep in full compliance with federal regulations and reporting standards. In addition to complying with the law, we can help you determine your best options for optimum tax efficiency, which will allow you to keep more of your return on your investments.

Litigation and Dispute Resolution

We help you protect yourself and your assets against litigation by guiding you on compliance with federal regulations, performing due diligence research, and representing you during dispute resolution and mediation.

Hart & David has helped numerous clients throughout the Chicago-Metro area in their efforts to keep their assets secure, manage their investments and finances, and square away estate planning. Among the services we provide are:

– Executive succession planning
– Tax planning
– Life insurance trusts
– Marital agreements
– Tax exempt and charitable planning
– Will and power of attorney planning
– Captive insurance
– Domestic asset protection
– Foreign asset protection

To learn more about how we can help you with your private investments and assets, contact Hart & David for a free consultation.

 

Jonathan D. Herpy

Jonathan D. Herpy

Partner
Joel J.H. Funk

Joel J.H. Funk

Partner
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