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Private Client

From wealth creation to administration, we’ll be there.

The experienced attorneys at Davis, Agnor, Rapaport & Skalny, LLC assist individuals, businesses, and families with matters relating to wealth management and preservation, legacy planning, and related legal services. Our clients are of varied backgrounds, including business owners, trustees, executors, beneficiaries, foundations, and more. We employ a cross-disciplinary team approach to effectively address your specific objectives and offer comprehensive legal resources when needed. Working closely with qualified financial advisors, accountants, and other specialized professionals, we create prudent plans that protect assets, benefit future generations, and facilitate charitable contributions.

Your goals and circumstances deserve detailed attention.

Our attorneys get to know you on a personal level so we can understand your objectives and create the most effective strategies to accomplish them. We also understand that the estate planning process can entail sensitive matters, as well as a complex blend of personal, family, and business concerns. By assuming the role of advisor and confidant, we’re able to deliver multi-faceted guidance and superior representation that’s specifically tailored to you. Let us help you create a legacy that reflects your dreams and aspirations.

We’re on your side.

Count on us to provide a full array of the highest quality, customized legal services, including:

We help clients with an array of vital personal planning and business concerns that are often closely bound. To learn more about our insightful legal counsel and supportive guidance, please contact our Private Client Practice Group.