Private Wealth Services

From asset protection to tax controversies, PBY&A’s Private Wealth Services has you covered.

The attorneys at PBY&A help establish goals for you and your family and navigate changing estate, tax, gift, and trust laws. Our private wealth legal services help you set up a sound financial future with the most beneficial and nuanced strategies customized to your circumstances and objectives.


We assist our clients in creating an actionable succession plan, helping to ensure the business they built is properly handled and concerns like benefits and insurance are taken care of.

Your assets must be shielded from liabilities like probate and creditors. Restructuring and securing assets with a more effective strategy from PBY&A will help ensure you are protecting your wealth.

Maintaining a foundation or nonprofit organization takes expertise in compliance and governance, in addition to running an efficient business. Allow our team to help you with crucial tasks like formation and regulatory compliance.
Establishing a will and trust are the first steps to securing your wishes and fully protecting your assets. We ensure your trust and estate plan benefits you and your beneficiaries, accounting for taxes, probate, and other vital concerns.

When running a family business, it is important to secure your assets with methods like creating a family limited partnership. We assist you in understanding the benefits and help ensure your family’s wealth and assets are protected.

Our expert private wealth team steps in to represent you when you are dealing with probate, trust disputes, or fiduciary matters. We fight for your best interests to give you and your family the best possible outcome.
Legal and tax issues can be complicated when you are managing international assets. We help you create an estate plan that factors in best practices, so you stay in compliance and set up your estate plan properly.
Managing tax controversies can get complicated quickly, especially when dealing directly with the IRS. Allow the PBY&A team to assist you in getting the matter resolved promptly, with your best interests as our top priority.


PBY&A is your trusted law firm, delivering big-firm results with boutique-level attention. Whatever business issue you’re facing, we can help you reach a resolution that works for you.

The PBY&A team is ready to help you. Reach out today to get started.