Trusted Advisors to High-Net-Worth Families and Individuals
Sheppard’s global Private Client practice represents high-net-worth and ultra-high-net-worth individuals, multigenerational families, family offices and trustees. For nearly a century, we have helped clients structure, preserve and transition significant wealth, often across three or more generations.
Our approach is deliberately integrated. We pair estate planning and administration experience with tax, corporate, real estate and fiduciary insight, giving clients coordinated guidance through a single senior advisor who manages the overall relationship. This model ensures alignment across disciplines and responsive service tailored to each family’s needs.
We advise on sophisticated estate and wealth transfer strategies, domestic and international tax planning, business succession, charitable giving and trust administration. Clients turn to us for assistance with family office formation, family governance frameworks—including family constitutions, codes of ethics and investment policy guidelines—and creating plans aligned with family priorities.
Sheppard provides experienced fiduciary counseling for trustees, beneficiaries, individuals and family offices. We guide clients through pre-litigation matters and complex disputes involving trusts, estates, conservatorships and probate. Our team integrates compassion and tactical skill, aiming for negotiated solutions but prepared to pursue your interests effectively in court or mediation.
