Unlike most private client groups, S&C is regularly involved in major corporate transactions worldwide—together with the Firm’s premier mergers-and-acquisitions and corporate practices—and counts among its clients many U.S. and non-U.S. families that control major industrial, technology and financial concerns.

In many cases, the Firm’s work for these clients involves reorganizing corporate structures and worldwide shareholdings in preparation for a significant corporate transaction, such as an IPO or sale of the business.

S&C provides sophisticated estate and personal planning to individuals and families, including the planning and preparation of wills, trust indentures and related estate-planning documents. S&C also assists clients with estate and trust administration matters and sophisticated tax planning involving family limited partnerships, sale and loan techniques, insurance planning and the creation and administration of holding companies. S&C advises on personal planning matters including residential real estate transactions and the purchase and sale of aircrafts and aircraft interests and charitable giving.

Trusts and estates litigation often presents complex conflict-of-laws issues and requires coordinated litigation strategies across multiple jurisdictions. The Firm is regularly involved in disputes regarding contested wills, trust administration, challenged gifts and forced inheritance laws. S&C has a reputation for negotiating the resolution of such disputes in creative, tax-efficient ways that minimize family strife, expense and publicity.

S&C provides advice to major charitable and cultural institutions and private foundations worldwide. Clients value the Firm’s detailed knowledge of, and experience with, relevant tax law. S&C advises on executive compensation, structuring of employer-employee policies and procedures, corporate organization and governance matters, real estate, environmental law, banking and investment matters, litigation and private foundation tax rules.

&C provides sophisticated estate and personal planning to individuals and families, including the planning and preparation of wills, trust indentures and related estate-planning documents. S&C also assists clients with estate and trust administration matters and sophisticated tax planning involving family limited partnerships, sale and loan techniques, insurance planning and the creation and administration of holding companies. S&C advises on personal planning matters including residential real estate transactions and the purchase and sale of aircrafts and aircraft interests and charitable giving.