Individuals and families with substantial or complex assets require legal counsel that understands not only estate planning, but also the businesses, investments, real estate, tax considerations, and family dynamics that shape long-term wealth. Peck Baxter advises high-net-worth individuals, families, entrepreneurs, business owners, and family offices on sophisticated private client, trust, and estate matters.

Our attorneys counsel clients on estate and gift planning, wills and trusts, advanced wealth-transfer strategies, business succession, asset protection, charitable giving, family governance, and the structuring and transfer of closely held businesses, real estate, private investments, and other significant assets. We also advise trustees, personal representatives, beneficiaries, and families on trust and estate administration, probate, fiduciary responsibilities, and contested trust and estate matters.

Peck Baxter takes an integrated approach to private wealth planning. We consider estate and tax objectives alongside business ownership, investment structures, liquidity, governance, family priorities, and generational succession. When appropriate, we work closely with accountants, financial and investment advisors, valuation professionals, insurance specialists, and family office teams to develop and implement coordinated strategies.

Our goal is to build long-term relationships that extend across transactions, businesses, investments, and generations—helping clients protect what they have built, navigate significant transitions, and create thoughtful structures for the stewardship and transfer of family wealth.