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Specialism: Lawyers Charities, Estate Planning, Art Advisory
Company: Bryan Cave Leighton Paisner
Location: Irvine, USA
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Average client size: Over £25 million
Fixed fee offering: No
Number of offices globally: More than 5
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Asisted a large 3 Billion cross border family office regarding the formation of S Corporations and LLC to hold large real estate investments, utilizing domestic and foreign revocable and irrevocable trusts to pass the wealth down to U.S. and non-U.S. beneficiaries and concurrently implementing a corporate governance structure for the succession of the real estate holdings as a subset of a larger family office investment strategy.
This past year for an existing self-directed family office client run by the patriarch and matriarch in excess of $700,000,000, Renee assisted them with updates to their revocable planning for the parents and all three children family lines using sophisticated split interest trusts to minimise estate taxes on death, updated their governance and succession planning for their privately held foundation, oversaw the successful completion of two grantor retained annuity trusts holding over $70,000,000 of assets which passed into trusts for children, prepared a premarital agreement for one of their children, and implemented a comprehensive business structure to manage, invest and insure art holdings in excess of $100,000,000 which will be run in perpetuity by their children and overseen by one child in particular.