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We advise individuals, families, and business owners on the planning and transfer of wealth, integrating personal, business, and tax considerations to support long-term objectives.
Procopio advises high-net-worth individuals, families, and business owners on the preservation, management, and transfer of wealth. We provide thoughtful, tax-informed guidance across all aspects of estate planning and administration, with a focus on aligning legal structures with each client’s personal, financial, and long-term objectives.
Our work often involves complex asset profiles, including closely held businesses, real estate holdings, investment portfolios, and family enterprises. We regularly advise clients on business succession, pre-liquidity planning, and ownership transitions, helping ensure continuity across generations while maintaining flexibility as circumstances evolve.
We take a coordinated approach that integrates estate planning with broader tax and business considerations. Our attorneys work closely with clients and their advisors to develop structures that address both personal and operational needs, particularly where ownership, control, and succession intersect. This includes advising on entity structuring, trust design, and strategies that balance tax efficiency with long-term stewardship.
In addition to planning, we guide clients through the administration of trusts and estates, providing steady and practical support in often sensitive circumstances. Our experience includes complex trust administrations, probate proceedings, and fiduciary matters involving multiple jurisdictions and significant assets.
We also advise clients with cross-border considerations, including multinational families and individuals with assets or connections outside the United States, working in coordination with our international tax team to ensure alignment across jurisdictions.
Our approach emphasizes discretion, continuity, and long-term relationships. We work closely with clients over time, adapting strategies as their circumstances evolve and helping them navigate important transitions with clarity and confidence.
We advise clients on the design and implementation of estate plans that reflect their personal objectives, family dynamics, and asset structures.
We work with business owners to develop strategies for the orderly transition of ownership, management, and control across generations or to third parties.
We guide fiduciaries and beneficiaries through the administration of trusts and estates, providing practical support in often sensitive and complex situations.
We develop tax-efficient strategies for transferring wealth across generations while preserving long-term value.
We advise fiduciaries, trustees, and family members on governance, risk management, and potential disputes, with a focus on preserving relationships and avoiding litigation where possible.
Earlier than many expect. Planning is most effective when it can be done thoughtfully and over time, particularly before significant changes such as business growth, liquidity events, or generational transitions.
We begin by understanding the full scope of a client’s assets, including business interests, real estate, and investment holdings, as well as personal and family priorities. From there, we develop structures that balance tax efficiency, control, and flexibility over time.
For many clients, business interests are central to their overall wealth. We integrate estate planning with business succession and ownership considerations, helping ensure continuity of management and alignment with long-term objectives.
Ideally well in advance of any transition. Early planning allows for a broader range of options and helps align ownership, governance, and tax considerations before a sale, transfer, or generational shift occurs.
Administration involves carrying out the terms of a trust or will, including asset management, tax reporting, and distributions to beneficiaries. We guide fiduciaries through this process, helping them navigate legal and practical responsibilities in a measured and efficient manner.
We advise trustees, executors, and other fiduciaries on their legal duties, decision-making processes, and risk management, helping them fulfill their roles while minimizing the potential for disputes.
Many issues can be addressed through early guidance and careful communication. When disputes arise, we work with clients to resolve them thoughtfully and efficiently, with a focus on preserving relationships where possible.
Tax considerations are an important part of the planning process, but they are balanced with broader objectives such as control, flexibility, and long-term stewardship. We integrate income, estate, and gift tax planning into the overall strategy.
Cross-border considerations can add complexity to both planning and administration. We coordinate with our international tax team and trusted advisors in other jurisdictions to develop structures that are aligned across legal systems and tax regimes.
We regularly collaborate with clients’ accountants, financial advisors, and family offices to ensure that legal, tax, and financial strategies are aligned and implemented effectively.
Estate plans should be revisited periodically, particularly following significant life events, changes in asset composition, or shifts in tax law. Regular review helps ensure that plans remain aligned with current objectives.
Clients often reassess counsel when their circumstances become more complex, such as after a liquidity event, expansion of business interests, or the addition of cross-border considerations. This is particularly relevant when a more integrated approach is needed across personal, business, and tax matters.
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