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Personal Planning

Providing advice across the entire spectrum of personal planning matters, our team counsels clients on gift, estate, and generation-skipping transfer taxes; sophisticated estate and trust administration; charitable transfers; and wealth preservation across generations. We combine the careful, discreet attention of a family attorney with the financial acumen of a top-tier corporate law firm. Working with our colleagues in our Private Funds and Litigation Practices and other groups, we offer clients a collaborative approach and the collective knowledge of the entirety of the Firm.

We have represented the Stephen A. Schwarzman Education Foundation in connection with its $300 million scholarship fund for study at Tsinghua University in Beijing

The work of Simpson Thacher’s Personal Planning Practice includes:

  • Succession planning and reorganization of family businesses to ensure a smooth transition of management and control as a family grows
  • Creating solutions for complex family commercial disputes and trusts and estates litigation
  • Multijurisdictional planning for our global client base
  • Planning with liquid and special assets, such as private equity and hedge fund interests, art, jewelry, ranches and residences

Many of our clients are well-known nationally and internationally and count among Forbes’ listings of billionaires and the highest-paid chief executives. In addition to high-net-worth individuals, we advise executors, trustees, or other fiduciaries, as well as entities such as family-owned businesses, family investment funds, family offices and private foundations.

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