Private Client and Family Office Services

Through our close working relationship with some of the world’s preeminent international tax and trusts and estates practitioners, we arrange for high net worth clients to obtain access to carefully tailored personal tax and succession planning advice.

Schwartz LLC can provide individual clients with access to offshore company formation and trust management services in all major jurisdictions through our correspondent firms. We can also arrange for advice on personal real estate transactions, yacht and aircraft purchases, charitable activities and non-profit institutions.

Bespoke Investment Holding Structures for Private Investors and Family Offices

Schwartz LLC offers the full range of our interdisciplinary practice strengths in private equity, alternative investments, cross-border transactions, and knowledge of tax and financial regulations to design, form, and maintain holding structures for investments in all asset classes.