There are few things more important than preserving and growing your business or hard-earned assets. As such, individuals and families should develop a lasting relationship with an attorney that they trust – more specifically, an attorney experienced and knowledgeable in business and investment law, trusts, fiduciary duty, and banking. Communication is a key factor in this relationship as often your financial situation or desires may change over time. To be sure, your attorney’s level of understanding of your changing dynamics and financial affairs is paramount in formulating an effective legal strategy. Here at David Wolff Law, our attorneys relate to you and your family on a personal level, and provide unparalleled, custom-tailored services that give you peace of mind for the future.
Our practitioners analyze your unique needs, and utilize our experience to craft a customized plan and strategy. For any type of asset or investment, from art and collectibles, to family businesses and investment assets, we can provide the following services tailored specifically for you or your family member:
Our attorneys have consulted and participated in trust disputes, will contests, investment and fiduciary duty litigation involving hundreds of millions of dollars, and often work alongside experienced experts, c-level corporate trust officers, and investment advisors. We have experience advising ultra-high-net-worth individuals, business owners, and small families. The firm has litigated several high-profile real estate and investment litigation cases, and published scholarly articles on litigation practice and fiduciary duty.
Our attorneys at David Wolff Law have drafted, edited, reviewed, interpreted and litigated some of the most complex investment vehicles, structures, and estate planning documents involving millions of dollars and very diverse classes of assets. With this experience, our attorneys are able to provide a unique perspective in the context of of trust, investment, business, and banking litigation.
David is a versatile Florida attorney with a diverse background in trust, investment, corporate, and business law. He possesses a substantial amount of litigation experience at both the state and federal level, including several high-profile cases and precedent-setting appeals in Florida’s courts.
According to the U.S. Department of Commerce, in the next 15 years, nearly one in every five U.S. residents will be aged 65 or older, laying the groundwork for the largest generational transfer of wealth in U.S. history.
