Diserio Martin O'Connor & Castiglioni LLP

Private Clients Group

The Private Clients Group is dedicated to assist high net-worth clients and families with the accumulation, preservation and transfer of personal wealth. The Group is Co-Chaired by David Dufort and Robert E. Murray, Jr

The Private Clients Group is managed and staffed by experienced and well-respected Trust & Estate attorneys, Real Estate attorneys and paralegals who also work closely with other highly-regarded attorneys in the firm’s other practice areas when circumstances warrant.

Whether dealing with newly-acquired wealth or wealth that has been passed down through generations, The Private Clients Group is focused on creating an estate and business planning structure that maximizes tax efficiency and carries out the goals and aspirations of the client.

We offer a wide range of services designed to address the broad spectrum of legal needs that high net worth individuals and families are likely to encounter. These services include:

Practice Areas: 

Asset Protection

Our decades of experience in advising high net worth individuals, families and companies enable our firm to structure their assets and insurance portfolios to minimize risks.

Business Succession and Tax Planning

We advise individuals and families who own and manage closely-held businesses on financial planning, and leadership succession.

Fiduciary Representation

We provide counsel and representation to fiduciaries

LGBT Planning

Our firm advises clients in all facets of LGBT family law and estate planning.

Multigenerational Families and Family Offices

We represent all manners of professionals and entrepreneurs, individuals, families, and family offices.

Real Estate

The lawyers in the Private Clients Group represent individuals and companies across a wide range of real estate transactions in Connecticut, New York and Florida including purchases, sales and leasing, construction, development, financing, joint ventures as well as real estate management.

Tax and Estate Planning

Our firm has been servicing the estate and tax planning needs of our clients for almost six decades, with a focus on advising wealthy individuals and families.

Trust and Estate Administration

Our Private Clients Group counsels and represents clients throughout Connecticut, New York and Florida in the administration of complex estates and trusts.