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Private Client

Our Private Client team is well-equipped to address the legal and tax aspects of private wealth management. Today, the key challenges are geographical asset diversification and generational wealth transfer. In this article, you will find out more about the issues our clients are facing.

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Trusted by clients, recognised by Chambers

Being a one-stop shop for legal and tax services, Sorainen is trusted by many high-net-worth individuals, as well as founders and CEOs of companies.

Our work in this field has also been recognised by the prestigious international legal directory Chambers High Net Worth – it ranks our Private Wealth Law practice as the market-leading team in all Baltic states.

Family governance

Our lawyers help to preserve your wealth for future generations or join a family business as smoothly and seamlessly as possible. To achieve effective governance of a family business, preparing a family constitution is recommended. Such a document defines the family’s values and mission, regulates a course of action in case of unexpected events and secures the continuity of your business.

Connecting success with good causes

Wealthy individuals often have concerns that go far beyond their wealth and financial returns – they strongly support charitable causes, the arts, the environment and social entrepreneurship. We work to ensure their mission is successful by taking care of all related legal and tax aspects.

We can help you with

  • Generational wealth transfer
  • Geographical asset diversification
  • Art
  • Impact investment

 

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Experience

  • Wealth management company

    Assistance in structuring the estate succession of a natural person through a life assurance instrument issued by an insurer incorporated under the laws of Luxembourg

  • Private client

    Successful representation in a complex tax audit and pre-court dispute with the tax authorities regarding the tax-efficient structure of the client’s financial portfolio

  • Private client

    Advice on unauthorised use of images of items belonging to a private art collection

  • Private client

    Advised a Lithuanian living in the USA on estate planning, real estate and taxation matters and management of the client’s personal investments in Lithuania

  • Private client

    Advice on real estate, shares in different companies and estate planning, conclusion of the client’s will and establishment of a trust abroad

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