Wealth Management and Fiduciary Litigation

We are experienced litigators who work alongside institutional and individual fiduciaries in compliance and risk management issues and dispute resolution. Our team has the national footprint and experience to staff, manage, and litigate matters anywhere in the United States.

This multidisciplinary team brings together members of the firm's noted Private Client Services Group and trial attorneys with a primary focus on dispute resolution and the litigation of fiduciary matters. Our attorneys work with fiduciaries, including family offices and investment managers, often in close collaboration with their compliance and risk management personnel and securities, tax, trust, estate, and administrative professionals and business partners.

We have the skill, experience, and agility to make strategic decisions in real time that avoid disputes whenever possible. When litigation is necessary, we stand ready to advocate regionally and nationally.

As important, we recognize the uniquely personal nature of these disputes. Our attorneys are diligent about outlining the potential unintended consequences of a decision and how they might affect the relationships between key players. We present complex issues clearly and in practical terms. And while we are skilled litigators with a track record of success as national counsel on fiduciary litigation matters, we know that a trial win does not always lead to a successful outcome because each representation is grounded in an understanding of the client's individual goals and objectives.