Florida Bar Tax Section Annual Meeting

Bobbi J. Bierhals has built her practice by developing creative and customized solutions for her clients. Her experience centers on tax and business planning for high-net-worth individuals and families. Her clients range from executives and first-generation entrepreneurs to multi-generational families, with net worth from $100 million to many billions of dollars, and include a number of individuals listed in the Forbes 400.

Bobbi’s breadth of experience across a wide range of client profiles enables her to help them identify and structure tax-advantageous structures for transferring wealth and business interests to younger generations. While many other estate planners focus almost exclusively on tax issues, Bobbi takes a holistic approach that balances tax and family considerations to fit each individual client’s goals. With a geographically diverse client base spanning the United States, Bobbi adeptly navigates the nuances of local law while addressing broader federal tax considerations.

Because of her extensive experience working with multi-generational, business-owning families, Bobbi is an expert in assisting owners of closely held businesses and their family offices with their unique planning needs. She advises her clients on private trust companies, corporate governance, succession planning, wealth transfer planning and family office structuring. She also coordinates other legal needs of family offices, from corporate transactions and real estate, to direct investing, employment law and aircraft acquisition, bringing in lawyers from McDermott or identifying external counsel as appropriate to provide the highest level of quality and service to her clients. Bobbi also has a particular interest in family law issues and has significant experience negotiating pre-marital agreements and partnering with family law attorneys to obtain desirable results in high-net-worth divorces.

Bobbi has received numerous accolades and industry recognitions, with Chambers High Net Worth reporting from its sources that Bobbi is “wicked smart and very strong technically…if you need the right answer and your life and company depend on it, you call Bobbi…her reasoning and attention to detail are industry-leading.” Leading publications such as The Wall Street Journal, Forbes, Business Week, MSN Money, Private Wealth magazine and Financial Advisor magazine have quoted Bobbi frequently on various family office and estate planning topics. A member of the American College of Trust and Estate Counsel (ACTEC), Bobbi has also taught legal research and writing at Harvard Law School.

Nathan R. Brown focuses his practice on counseling individuals, families and business owners in the development and implementation of estate planning strategies designed to maximize and protect the transfer of wealth to future generations. Nathan also acts as a senior adviser and “general counsel” to many family offices, coordinating a wide array of legal services.

In addition to advising clients on tax planning strategies, Nathan works closely with multi-generational families to design and implement business succession plans and family governance structures (such as private trust companies and family offices).

Nathan speaks frequently across the country on many estate planning topics and has published articles in The Florida Tax Review, The Tax Lawyer, The Florida Bar Journal, Probate & Property Magazine (American Bar Association), Estates, Gifts and Trusts Journal (Tax Management) and Trust & Estates, Taxes - The Tax Magazine and Estate Planning. Nathan focuses many of his speeches and articles on family office and private trust company structuring and planning with carried interest for investment fund principals.

In law school, Nathan served as an extern for the Honorable Kermit V. Lipez of the First Circuit Court of Appeals.