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Private Wealth Transfers

Primuth, Driskell & Terzian, LLP, knows that changes in tax laws, market conditions, and family business situations represent some of the most significant wealth management challenges for individuals, families, private companies, nonprofit organizations, and fiduciaries. Primuth, Driskell & Terzian, LLP, is committed to planning and protecting your financial interests and becoming a trusted advisor.

What Makes Us Different

Our clients benefit from the collective experience of our highly regarded, sophisticated, and motivated legal counsel. We also provide clear and confident counsel if your business or distribution of assets raises concerns from heirs, agencies, or the IRS by integrating our firm-wide practices to provide access to the depth and breadth of experience you need.

Our Clients

• High-net-worth individuals
• Multigenerational families
• International clients
• Nonprofit foundations

Core Services

• Estate, gift, and generation-skipping transfer tax planning
• Sophisticated charitable giving
• Life insurance planning
• Business succession planning
• Asset protection
• Charitable organizations
• Private foundations
• Prenuptial and postnuptial planning
• Planning for entrepreneurs
• Preferred partnerships

What You Can Expect from Us

We know that the gifting of assets during life or at death can be complicated and riddled with possible missteps. We will work with you, your family, and other trusted advisors to develop a gifting strategy that takes advantage of the tax code, but also fulfills your objectives for your family and loved ones.