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    1. Home
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    4. Private Wealth & AdvisoryPractices

    Private Wealth & Advisory

    We create and implement comprehensive and practical estate and tax planning strategies for our clients’ families and their assets.

    Overview

    Our team of nationally recognized attorneys, financial planners, tax experts, and investment advisors partner with individuals, families, and business owners to craft their estate plans and achieve their wealth management goals. We actively engage with our clients to develop practical planning solutions geared toward minimizing taxes and preserving businesses and wealth through multiple generations.

    Our attorneys deliver high-level advice both domestically and internationally, customizing and implementing strategies for each client and family. We track industry trends to anticipate changes in the tax, legal, and market landscapes, and we collaborate with our clients’ other advisors and with our subsidiary, Nixon Peabody Trust Company. We understand the importance of maintaining, growing, and transferring wealth. Nixon Peabody can be your trusted partner in shaping your future.

    Recognition

    • Best Lawyers in America: Trusts and Estates
    • Best Lawyers: “Ones to Watch”
    • Chambers USA: America’s Leading Lawyers for Business: Private Wealth Law
    • Boston Magazine: “Super Lawyers”
    • Nixon Peabody has been named a Tier 1 National firm by U.S. News – Best Lawyers® “Best Law Firms” in 2023 for Trusts & Estates Law.
    • Nixon Peabody has been named a First Tier firm in Boston by U.S. News – Best Lawyers® “Best Law Firms” in 2023 for Trusts & Estates Law.

    Related Services

    • Family Offices Investing
    • International Private Clients
    • Trusts, Wills, and Estates
    • Wealth Management

    The global markets are disrupted, and the political landscape is uncertain. Clients need creative strategies to take advantage of income, gift, and estate tax planning opportunities to achieve peace of mind.

    Evelyn MorenoPartner, Practice Group Leader, Private Clients

    Our Team

    See Full Team
    • Evelyn V. Moreno

      Partner
      Practice Group Leader, Private Clients
      • Boston
      • Office:617.345.6157
      • emoreno@nixonpeabody.com
      Evelyn V. Moreno
    • Sarah M. Richards

      Counsel
      • Boston
      • Office:617.345.6082
      • srichards@nixonpeabody.com
      Sarah M. Richards
    • Stephanie T. Seiffert

      Partner
      • Rochester
      • Office:585.263.1058
      • sseiffert@nixonpeabody.com
      Stephanie T. Seiffert
    • Benjamin Byun

      Associate
      • Boston
      • Office:617.345.1356
      • bbyun@nixonpeabody.com
      Benjamin Byun
    • Brian S. Roth

      Associate
      • Rochester
      • Office:585.263.1249
        Mobile:516.330.3615
      • broth@nixonpeabody.com
      Brian S.  Roth
    • Samantha B. Owens

      Department Attorney
      • Boston
      • Office:617.345.1239
      • sowens@nixonpeabody.com
      Samantha  B. Owens
    See full team

    Insights And Happenings

    • Article

      Gift and Estate Tax: Numbers, numbers, numbers

      Jan 22, 2023
    • Article

      ABLE accounts as an alternative to Special Needs Trusts

      July 29, 2022
    • Article

      Remote notarizations are now allowed in New York

      July 25, 2022

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