Managing Your Wealth With Precision and Excellence

Financial Strategy. Solutions. Simplified.

You’ve worked hard and sacrificed to get to where you are in life. As you look to the future, is your wealth prepared to help you achieve your goals? Are you ready to meet the challenges of governance, scalability, and succession planning? Is your legacy secure?

If you’re not sure of the answers to any of those questions, you’ve come to the right place.

Concierge Wealth Planning

DeWitt PLLC has decades of experience managing complex legal and financial matters on behalf of very high net worth individuals and families, as well as financial institutions. We understand the challenges of cross-border wealth management, global tax minimization, and navigating complex business laws. We have the experience, resources, and connections you need to carve your path forward.

Entrepreneurs

Founders

Visionaries

The DeWitt Difference

Meet Attorney Suzanne DeWitt

A tax attorney by trade with over 21 years of experience in international tax and private wealth planning, Suzanne DeWitt helps very high-net-worth clients with financial planning, global tax minimization, business law and estate planning. Attorney DeWitt has the expertise and resources to serve as a financial coach and wealth concierge to help our clients achieve their goals.

More About Suzanne

Wealth Management & Tax Planning

Innovators For Your Financial Future.

Let’s get the nuts and bolts out of the way first: we are experts in structuring, formation and operation of a variety of alternative investment products, including U.S. and non-U.S. hedge funds, private equity funds, and funds-of-funds, on a cross-border basis. We are also experienced tax attorneys who understand the ins and outs of state, federal, and international taxes and minimizing tax liability. And we have in-depth knowledge of corporate law and business law, specializing in closely held and family companies.

But wealth management is not about the individual pieces; it’s about putting them together in a manner that achieves your goals. Over the years, many clients have come to us with a single question about an individual investment that spiraled into a holistic discussion of their financial priorities. We know what questions to ask and what steps to take to not just achieve a single objective, but to align your financial strategy with your big-picture goals.

Global Tax Planning

Wealth Management

Business Law

Estate Planning to Secure Your Legacy

High net worth individuals face unique challenges when it comes to estate planning. Who will take care of your family business if you become incapacitated? How do you ensure all your heirs are taken care of? Will your private matters stay private during the probate process? Will your most treasured assets remain in your family?

We have extensive experience helping our clients with a full range of estate planning options to achieve their goals, including:

Protecting family members with special needs

Succession planning for family businesses

Setting up revocable and irrevocable trusts

Philanthropy

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You Are the Architect of Your Vision

Let Us Design Your Financial Strategy.

You can expect a few things from DeWitt PLLC: personal, one-on-one attention, dedicated advocacy, and a holistic approach. We take the time to listen to your story and design a financial strategy that fits your goals. You’ll speak directly with our attorneys about your situation, and we’re in it for the long haul.

We’re here to help make your vision a reality. Contact DeWitt PLLC today.

Let's Talk Strategy