Wealth Family Protection

Overview

Strategic Wealth Preservation & Asset Protection 

In today’s complex financial landscape, protecting substantial wealth requires sophisticated legal strategies and comprehensive planning. Kelley Kronenberg’s Wealth Family Protection Division serves high net worth individuals and business owners who demand expert wealth preservation and asset protection. Our integrated approach combines proven legal techniques across multiple practice areas, delivering solutions that protect our clients’ assets, minimize tax exposure, and secure generational wealth transfer. 

Asset Protection 

South Florida’s position as one of the nation’s most litigious environments demands robust asset protection strategies. Our attorneys design and implement protection protocols that safeguard wealth through advanced trust structures and strategic entity formation. We understand that every client’s situation presents distinct challenges. Whether protecting business assets, investment portfolios, or family wealth, we create customized solutions that anticipate and prevent potential threats while maintaining operational flexibility. 

Strategic Estate Planning 

Our estate planning services transcend basic wealth transfer. We create protection frameworks that secure your legacy while minimizing tax exposure. Our approach integrates business succession planning, family wealth preservation, and tax optimization strategies to ensure your wishes are carried out efficiently. Through trust structures and strategic entity formation, we help clients maintain control of their assets while protecting them for future generations. 

Tax Planning and Minimization 

Our tax planning strategies address both domestic and international wealth protection challenges. We provide comprehensive counsel on federal and state estate taxes, inheritance taxes, income taxes, and generation skipping transfer taxes. Our expertise extends to partnership and subchapter S tax issues, and we represent clients in gift and estate tax audits. 

We implement sophisticated planning tools to minimize tax liability while maximizing asset protection. These include Qualified Personal Residence Trusts, Family Limited Partnerships, Limited Liability Companies, Grantor Trusts, Grantor Retained Annuity Trusts, and sales transactions with self-canceling installment notes. Working closely with high-net-worth individuals, we develop strategies that optimize business structure taxation and create efficient wealth transfer mechanisms. Our attorneys stay current with tax law changes, ensuring our clients’ wealth preservation strategies remain effective across generations. 

Probate & Trust Administration 

For estates requiring probate administration, we provide counsel through what can be a complex and costly process. Our team expedites proceedings while protecting estate assets and resolving creditor claims. We handle multi-jurisdictional estate issues, business succession transitions, and trust administration with attention to detail and tax efficiency. Our attorneys guide executors and beneficiaries through probate administration, minimizing costs and complications while ensuring proper asset distribution. 

Professional Service 

The Kelley Kronenberg difference lies in our ability to deliver sophisticated legal solutions with personalized attention. Our Wealth Family Protection Division combines the capabilities of a large firm with the focused dedication of a boutique practice. We understand the complex needs of high-net-worth individuals and provide direct partner access, wealth protection strategies, and proactive risk management solutions.