Structuring Private Family Trust Companies and SPEs for High Net Worth Individuals and Families

Mr. Flinn is a private wealth services attorney in Holland & Knight's Nashville office. Business owners and entrepreneurs, corporate officers and executives, and investors and families with inherited assets seek advice from Mr. Flinn for the purpose of ensuring financial stability and continued prosperity. Serving clients with trust and estate as well as wealth preservation needs, he helps craft and deliver strategies that reflect the client's values while capturing the tax benefits available under their given circumstances. He also works with assisting business owners in succession planning and other issues often encountered by closely held companies. Mr. Flinn offers advice to clients on how to protect and retain wealth through strategic planning related to income, estate, gift and generation-skipping transfer taxes. Tax-exempt and nonprofit organizations also rely on him for day-to-day guidance in relation to taxation and governance matters. Mr. Flinn also assists trust officers and other fiduciaries in the administration trusts and decedents' estates, and works with ultra-high-net-worth families with regard to all facets of Private Family Trust Companies in Tennessee, including the migration of trusts and other administration issues.

Mr. Aiello helps business owners solve legal problems to secure revenue flow and reduce business risks. As a lawyer and business owner he has firsthand experience handling complex commercial litigation and transactional matters for his clients. Mr. Aiello's client base spans a broad spectrum of businesses including household-name consumer brands, banks, construction companies and family ventures. As legal counsel he advises personal family foundations on managing and protecting their wealth. While each of Mr. Aiello's clients may take on a unique shape or size, they all face complex legal and business challenges, which is precisely where he has focused his commercial legal practice.

Mr. Olson advises high-net-worth individuals and families on estate and tax planning matters. His practice includes designing tailored estate planning documents, advising on wealth-transfer planning and family business succession, and counseling on trust and estate administration. Mr. Olson regularly advises clients with respect to the formation, structuring and operation of private trust companies in various jurisdictions. He recently co-authored the Wyoming 2019 trust company legislation.