Overview
McDermott’s Boca Raton office is strategically located to serve South Florida’s growing community of high-net-worth individuals, business owners and family offices, including those in Boca Raton, West Palm Beach, and the surrounding areas. Our team also regularly advises clients from New York and other regions who maintain residences or spend significant time in Florida.
Our team focuses on strategic estate and wealth transfer planning, estate and trust administration, succession planning, and philanthropic advising, with significant experience navigating the complexities of multigenerational wealth, closely held businesses, and cross-jurisdictional considerations.
We also advise family offices and high-net-worth clients on integrated capital and investment strategies across all levels of a family wealth structure. From family office formation and private funds to credit transactions, the purchase and sale of professional sports teams, and other direct investments, we offer tailored solutions for complex transactions.
Backed by McDermott’s global resources, we help clients align their personal, financial, and legacy goals with smart, forward-looking solutions.