Private Wealth Services

Building net worth and preserving assets is an intricate process. It requires working with attorneys who understand the complex nature of protecting wealth and guiding clients through numerous financial decisions. The Private Wealth Services Group at Gunster Yoakley has an established practice based upon years of experience addressing the multi-faceted issues our high net worth clients encounter. Whether structuring corporate succession or estate plans, assisting in generational planning or guiding charitable donations in Florida or overseas, our attorneys draw upon the resources and depth of a firm-wide team to capitalize on opportunities and bring value to the client.

"No man is good enough to govern another man without that other man's consent." Abraham Lincoln Speech, Peoria, October 16, 1854

As client needs change, generations evolve and values shift, Gunster Yoakley's Private Wealth Services Group remains constant. Its members are dedicated to providing unparalleled client service.

Private Wealth Services Attorneys

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Daniel A. Hanley

Service Areas

Representative Matters

• A new client of the firm and owner of several hotels previously used three separate law firms to provide counsel regarding corporate, tax, employment and labor, estate planning and family related matters. After recognizing many of his issues were interrelated and understanding the benefits of having a single law firm handle all of his concerns, he came to Gunster Yoakley. With the advantage of our international communications, Gunster Yoakley is able to give this client more personalized and customized service. today, our attorneys oversee and advise this client on a regular basis.
• Our PWS group distinguishes itself best when its knowledge, experience and resources are brought to bear in complex situations. Increasingly in large estates, the family, tax, business and emotional issues are intertwined and require sound judgment and leadership when negotiating with all parties. In one recent case, we were able to settle litigation with the estate's beneficiaries in a way that allowed everyone to reach individual objectives, and at the same time achieve substantial savings in estate taxes while significantly reducing litigation costs. The bottom line - the beneficiaries received distributions earlier than expected, the estate saved in excess of $20 million and the client avoided costly litigation.

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