Fiduciary Advisory Services

Fiduciary Advisory Services, an offering of McGuireWoods’ Private Wealth Services Group, helps financial institutions maintain and enhance relationships with high-net worth customers and referral sources, attract new business, handle controversies when they arise, and manage and minimize risks. We provide comprehensive and dependable representation in all areas of estate planning, estate and trust administration, and wealth management. Our regular clients include banks and trust companies as well as lawyers and other professional advisers and fiduciaries.

Our group has been ranked as one of the top legal practices in the country for several years. Two of our lawyers were among only 45 named to Town & Country’s list of Best Trusts and Estates Lawyers in the United States and a number have also been listed in Best Lawyers in America. Also, our practitioners have assumed prominent roles in state and national organizations, including the American College of Trust and Estate Counsel (ACTEC), the American Bar Association (ABA), the American Bankers Association (also know as the ABA), and the Chicago Bar Association (CBA), among others.

Over the past few years, we have been quoted as authorities on the responsibilities of fiduciaries and the development of fiduciary policy, and our practice has been frequently cited as exceptional in the national and regional media. For example, an article in Estate Planning magazine described the handling of the estate of a well-known personality by our Private Wealth Service group as “lawyering that was both careful and imaginative.” Additionally, Bloomberg Personal Finance magazine called McGuireWoods a “highly regarded trust and estates firm.”

With respect to financial institutions, we serve our clients in the following areas:

• Tax advice
• Estate administration advice
• Litigation counsel and support
• Representation in tax litigation
• Risk management
• Registry of experts
• Assistance to outside counsel
• Consulting, training and education
• Seminars for customers and professionals
• Preparation of form books