Private Wealth Services

Private Wealth Services
by lowndes

We work with clients to create customized solutions for each client’s creation, protection and transfer of wealth. Many of our attorneys have advanced tax degrees and years of trust experience, combining the fundamentals of estate planning with the understanding of the very personal nature of each client’s goals.

We also advise clients on:

Check out our private wealth blog which helps individuals navigate through private wealth issues!

For more information contact Julie Frey at or call (407) 843-4600.