I have been in the wealth management industry for over 30 years, working exclusively with ultra-high-net-worth and high-net-worth families. Over the decades, I have collaborated with countless top-tier professionals across my clients’ legal, tax, and estate planning teams.
Without question, David Taylor stands out as the most exceptional elite tax, estate, and asset protection attorney I have ever had the privilege of working with.
His mastery of the tax code is unrivaled, and he possesses an extraordinary ability to craft highly sophisticated, bespoke strategies uniquely tailored to each client’s needs. What truly sets David apart is his rare combination of deep technical expertise and a remarkable talent for translating intricate legal and tax concepts into clear, actionable strategies that clients can confidently implement.
David’s approach is holistic, seamlessly integrating tax optimization, estate structuring, and creditor protection at the highest levels. While he and his team ensure that clients are properly positioned across foundational and advanced tax strategies, his true distinction lies in his mastery of the most complex and sophisticated solutions. For clients with intricate estates and significant business holdings, David excels in advanced structuring for Annual Tax Mitigation (ATM) and Capital Tax Mitigation (CTM)—delivering tax-efficient liquidity events while fortifying asset protection and legacy planning.
His transactional expertise is unparalleled, particularly in structuring business entities, designing corporate succession plans, and navigating cross-border tax strategies. Whether implementing sophisticated estate tax planning transactions, structuring multi-generational wealth transfers, or minimizing tax exposure on major liquidity events, David is simply indispensable.
Beyond his technical excellence, David operates with an unwavering commitment to integrity and an ethical standard that is beyond reproach. His dedication to his clients’ success is evident in every engagement.
For anyone seeking an elite-level attorney to navigate the complexities of tax, estate, and asset protection planning, David Taylor is, without a doubt, the absolute best in the industry.
I have enjoyed getting to know David Taylor and his team. They are responsive, competent and good communicators. We have appreciated their professionalism and willingness to go the extra mile. Their expertise in complex cases has exceeded expectations.
I have known David and his associates for about 16 years. The firm has represented me in asset protection and estate planning. I have found them to be creative, precise and thorough. The firm takes an interest in their clients beyond the typical attorney/client relationship. I highly recommend them and their integrity is beyond reproach.
Without question, David Taylor stands out as the most exceptional elite tax, estate, and asset protection attorney I have ever had the privilege of working with.
We are incredibly grateful and blessed to have had David Taylor by our side.
After selling our primary business to private equity almost 20 years ago, on the recommendation of a friend, we reached out to David Taylor to develop and implement a comprehensive estate plan for the benefit our family and to ensure an orderly succession of other varied business interests. David braved the extreme elements, traveling through a significant snowstorm to meet us at our home. That day was the beginning of a true and treasured friendship and a strategic partnership that extends to this day.
Working with David Taylor at Taylor Law has been an absolute pleasure. Their deep expertise, hard work, and unwavering dedication have consistently delivered outstanding results. They approach every challenge with a level of talent and precision that instills confidence, making even the most complex tax matters feel manageable. I highly recommend their team to anyone looking for a skilled and reliable tax attorney.
Selling my company to a Private Equity firm was a pivotal moment in my life, and I quickly realized I needed an expert to protect my interests and maximize the transaction's value. David Taylor’s innovative approach and expert guidance not only saved me substantial income taxes but also put a sophisticated estate and asset protection plan in place for my family’s future. His strategic vision, responsiveness, and problem-solving skills have made him my most trusted advisor, giving me complete peace of mind for years to come.
I have had the pleasure of working with David Taylor for the last few years and am honored to be able to provide him a professional recommendation.