Private Client 

OLP’s Private Client practice offers tailored legal services to high-net-worth individuals and families, ensuring effective wealth preservation and seamless succession planning. We specialize in trust formation, guiding clients through the creation and administration of various types of trusts designed to protect assets for future generations. Our approach is personalized, as we understand that each family has unique needs and goals.

We craft bespoke estate plans that reflect our clients’ individual aspirations, including drafting wills, trusts, and powers of attorney to guarantee the orderly distribution of assets and management of affairs. Our team provides insightful private client advisory services, addressing issues related to wealth preservation, succession planning, matrimonial disputes, custody matters, and philanthropic endeavors.

Our expertise extends to probate and estate administration, where we assist executors and administrators with the probate process. This includes filing petitions, inventorying assets, and distributing estate assets to beneficiaries, while offering legal guidance on estate settlement, creditor claims, and estate tax matters.
In today’s complex environment, where cultural dynamics and multi-jurisdictional families present unique challenges, our private client offering is designed to facilitate critical decision-making that affects both personal and business interests, whether domestic or overseas. 

OLP offers a comprehensive suite of services designed to address the unique needs of clients. Our expertise includes the preparation and execution of wills, powers of attorney, and guardianship documentation, ensuring that our clients’ wishes are clearly articulated and legally binding. We assist with the probate process and support effective family governance structures, allowing families to navigate complex dynamics with ease. Our approach to succession planning involves the creation of private family trusts, which serve to safeguard personal assets against potential business liabilities. Additionally, we specialize in establishing family office structures that facilitate effective wealth management and investment strategies.

Our services also include conducting diagnostic reviews of existing succession planning frameworks to ensure they are modernized and aligned with contemporary family dynamics and aspirations. We provide tailored solutions for the tax-efficient structuring of cross-border assets, addressing the intricacies faced by families with international connections. Furthermore, our philanthropic advisory services integrate charitable pursuits with family business interests, promoting a seamless alignment of values and objectives. To support our clients in navigating regulatory landscapes, we offer risk management and compliance advice that ensures adherence to relevant laws, empowering families to manage their affairs with confidence and foresight.

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