Family Wealth Services

Working together to
protect your legacy

Ice Miller's Family Wealth Services team works with our high-net worth clients and their families to meet the family's comprehensive legal needs in an efficient manner. We take a holistic approach to helping families identify and achieve their goals. We work closely with the family's team of professional advisors to promote efficiencies and insure consistency throughout the planning process and goal implementation. For our clients who have formed family offices, we collaborate with the family office executives to maximize the benefits of the family office structure and help the family achieve its legacy goals.

As a family's wealth grows, so does the complexity of its legal needs. Our Family Wealth Services attorneys serve as trusted advisors to the family and connect family members with the full array of legal services offered by Ice Miller. In addition to the legal services highlighted below, Ice Miller routinely provides high-net worth clients and their families with customized and comprehensive legal services in areas such as the following: governance and organizational structures, asset protection planning, data security and privacy, employment, labor and immigration matters, executive compensation and employee benefits issues, intellectual property, litigation and dispute resolution, private equity, mergers & acquisitions, real estate, regulatory compliance, acquisition and holding of special assets, and individual and business income tax planning.

Wealth Transfer, Estate and Gift Planning

High-net worth families turn to Ice Miller for our sophisticated estate planning expertise. Whether a client's motivation for estate planning is protecting wealth for future generations, minimizing estate taxes, fulfilling charitable intent or maintaining a family business, our attorneys design customized and sophisticated estate plans and wealth transition plans to meet the client's goals. Click to learn more.

Send us an email to discuss your wealth transfer, estate and gift planning needs.

Trust and Estate Litigation

Our attorneys regularly represent fiduciaries and beneficiaries to work through conflicts to avoid litigation. However, when litigation is unavoidable, our litigation attorneys have multiple years of experience representing personal representatives, trustees and beneficiaries in matters involving all aspects of trust and estate administration and litigation. Click to learn more.

Send us an email to discuss your trust and estate litigation needs.

Premarital Agreements

Implementing a premarital agreement can be a delicate process of negotiation with your loved one. Ice Miller's attorneys can help you navigate through the agreement, which can help protect you, your assets and your financial future.

Send us an email to discuss your premarital agreements needs.

Trust and Estate Administration

Ice Miller helps families navigate the often emotional and complicated process of administering a loved one's estate. Modern planning often involves a mix of probate and non-probate assets, and our team can assist personal representatives and trustees with assessing and implementing the decedent's plans. Click to learn more.

Send us an email to discuss your trust and estate administration needs.

Business Owner Transition Planning

Business owners want future family generations to benefit from the long-term viability of their businesses. We help our clients ease their businesses into the next chapter, whether that involves a transition to the next generation, sales to key employees, or otherwise, while ensuring loved ones benefit from its success. Click to learn more.

Send us an email to discuss your business owner transition planning needs.

Additional Resources
Why Do Business Owners Need a Transition Plan?

Charitable Giving & Social Impact

Creating a lasting family legacy within the community where a family lives and works can be an important part of the overall wealth transfer plan. We work with families to create charitable remainder trusts, charitable lead trusts, donor advised funds and private foundations. Click to learn more.

Send us an email to discuss your charitable giving and social impact needs.

Additional Resources
Profit with a Purpose: The Rise of Social Impact Investing

Fiduciary Advisory Services

Personal representatives, guardians, agents under powers of attorney and trustees are held to a high standard in their conduct and actions, and with those responsibilities come possible risks. Controversies can arise in all aspects of trust, estate and private wealth administration. We work closely with fiduciaries to help them navigate and fulfill their duties, while managing their risks. Click to learn more.

Send us an email to discuss your fiduciary advisory services needs.

NextGen Wealth Education

Involving and educating the next generations about your family's values, unique goals, philanthropic mission, family business and overall wealth plan is vital to establishing and maintaining a rewarding family legacy. Our Family Wealth Services attorneys help lead family discussions, education conferences and provide purposeful guidance related to the unique values and goals that impact your family legacy and overall wealth plan.

Send us an email to discuss your NextGen wealth education needs.

Meet Our Team

The benefits of wealth rarely come without challenges, and Ice Miller's Trusts, Estates and Private Wealth Group assists clients with navigating the often complex landscape. Contact any member of our team for more information.