Private Client
Areas Of Focus
Overview
Nutter’s Private Client Law Services team provides individualized, practical advice and legal counseling on a wide variety of issues. Our clients include high net worth individuals and families, entrepreneurs, private business owners, and executives, among others. Clients turn to Nutter's private client attorneys to advise on, prepare, and implement all aspects of estate planning, estate administration, and trust administration. Our cross-disciplinary team works closely with our clients and their advisors to develop a unique and personal approach to meet each client’s goals and objectives.
What We Do
As a complement to the firm’s significant estate planning practice, Nutter's private client lawyers provide legal counsel and representation on:
- A broad array of services for individuals and businesses, including investment advisory, trust accounting, and tax preparation services
- Investments in private equity, real estate, venture capital, angel capital, and other closely-held ventures
- Limited liability companies, limited partnerships, and other entities to hold real estate and certain other personal assets
- Contracts for employment and severance arrangements as well as the retention of outside contractors and other professional services providers
- The purchase, sale, and consignment of fine art and collectibles
- Personal real estate transactions
- Litigation
We also provide access to a network of high-quality referrals for experienced wealth managers, family offices, accountants, insurance advisors, art appraisers, and other professionals to serve the needs of our private clients.
View Practice Team
Professionals
- Katelyn Allen
- Peter Brown
- Craig Cataldo
- Natalie Choate
- John Conathan II
- Sara Conway
- Julia Satti Cosentino
- Sara Curley
- Megan Dean
- Caitlin Glynn
- Andrew Golden
- Jennifer Hoar
- Thomas Jalkut
- Christine Jenness
- Erica Kim
- William Kirchick
- Deborah Manus
- John McBrine
- Kevin Meuse
- Shannon O’Connor
- Cassandra Prince
- Susan Repetti
- Jeffrey Roberts
- Thomas Rockwell
- Nikki Marie Sherwood
- Elisabeth Spector
- Nicholas Stabile
- Johanna Sullivan
Representative Matters
Representative Matters
- Dragonfly Group Inc.
Nutter served as legal counsel to Dragonfly Group Inc., a technology-enabled platform acquiring and scaling standout e-commerce brands, in a significant, proprietary investment from the Flagship Buyout Fund of L Catterton, the largest global consumer-focused private equity firm.
- Fowler High Precision, Inc.
Nutter served as legal counsel to Fowler High Precision, Inc., a specialty manufacturer and distributor of dimensional metrology tools, highly engineered systems, and calibration services, in connection with its recapitalization by Pfingsten Partners, LLC.
- T.F. Boyle Transportation, Inc.
Nutter served as legal counsel to T.F. Boyle Transportation, Inc. in its acquisition by Toronto-based Andlauer Healthcare Group Inc. (TSX: AND).
- Vestigo Ventures
Nutter served as legal counsel to Vestigo Ventures in connection with its closing of Vestigo Ventures Fund II, L.P. with $117.3 million total fund commitments, surpassing its fundraising goal.
News & Insights
News
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- Firm Receives 16 First Tier National and Regional Rankings,
- Nutter Elects New Partners to its Intellectual Property, Litigation and Trusts and Estates Practices
- June 2013
- February 11, 2012
- The Wall Street Journal,
- The Wall Street Journal ,
- Forbes Investment Guide,
- The Wall Street Journal,
- The New York Times,
- The Wall Street Journal,
- New York Times,
- March 2009
- The New York Times,
- The Wall Street Journal,
- In-House Counselor, February 2009
- Ed Slott’s IRA Advisor, December 2008
- The Wall Street Journal,
- Northwestern Mutual Advanced Planning Bulletin, July 2008
- The Wall Street Journal,
- ALI-ABA Estate Planning Course Materials Journal, June 2008
- Morningstar Advisor, June 2008
Events
- Metro Meeting Centers, 101 Federal St. 4th floor, Boston, MA 02210,
- Nutter Hosts Massachusetts Women’s Forum 11th Annual ‘Women Opening Doors for Women’ Mentoring Event
- Jeffrey Roberts Presents at the Massachusetts Bar Association's Fourth Annual Probate Law Conference
Publications
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- Writing for Morningstar, Natalie Choate Analyzes the Need of IRA Holders to Scrutinize IRS Form 5498| Article
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- | Legal Update
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- Spring 2017 | Article
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- November 2014 | Article
- March 2014 | Article
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Blog Posts
- Generation to Generation,
- Generation to Generation,
- Generation to Generation,
- Generation to Generation,
- Generation to Generation,
- Generation to Generation,
- Generation to Generation,
- Generation to Generation,
Related Industries
Related Industries
Related Areas
Experience
- Dragonfly Group Inc.
Nutter served as legal counsel to Dragonfly Group Inc., a technology-enabled platform acquiring and scaling standout e-commerce brands, in a significant, proprietary investment from the Flagship Buyout Fund of L Catterton, the largest global consumer-focused private equity firm.
- Fowler High Precision, Inc.
Nutter served as legal counsel to Fowler High Precision, Inc., a specialty manufacturer and distributor of dimensional metrology tools, highly engineered systems, and calibration services, in connection with its recapitalization by Pfingsten Partners, LLC.