Private Client Services

As estate and business planning becomes more complex due to increased amounts of wealth transferred and changing tax laws, proactive representation is increasingly needed. Our team offers personalized support, ongoing legal planning, and collaboration with key advisors, while also focusing on educating future generations.

Overview

Private Client Services (PCS) at Bagley & Rhody, P.C. provides highly personalized legal services to clients who require an ongoing relationship with their attorney for comprehensive estate and business planning, including the development and implementation of annual estate and gift tax planning, wealth preservation, and business succession strategies.

PCS offers a tailored approach, emphasizing effective collaboration with key advisors and the long-term education of the next generation. Combining big-firm expertise with the accessibility of a local practice, the PCS team ensures comprehensive and attentive legal guidance.

OUR PROCESS