Krieg DeVault LLP

Private Client Services

Overview
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Our Private Client Services Practice is designed to serve families whose needs span generations, jurisdictions, and disciplines. Krieg DeVault attorneys work with high-net-worth individuals and family offices to develop, implement, and evolve legal strategies that support long-term financial stewardship, minimize risk, and reflect each client’s unique priorities. Our role is to serve not only as legal advisors, but as trusted partners invested in helping clients protect what they have built, ensure smooth transitions, and achieve the personal, financial, and philanthropic outcomes that matter most.

We understand that family needs evolve, and so do the structures and strategies designed to support them. By integrating our estate planning, tax, corporate, and real estate capabilities, we help clients navigate the full life cycle of family wealth and enterprise planning. This includes structuring family offices, managing succession, and coordinating charitable giving. With a focus on adaptability and discretion, our team delivers comprehensive counsel tailored to each stage of family and business growth.

Our attorneys have earned the confidence of individuals, families, entrepreneurs, business owners, trustees, and professional advisors by delivering sophisticated estate and tax planning strategies that address both immediate and long-term goals. We customize wills, trust agreements, and succession plans to each client’s specific needs and family circumstances, and our experienced team is equipped to handle complex estate planning, business succession, administration, and litigation matters. With attorneys licensed in Indiana, Florida, Illinois, and Michigan—including Board Certified Estate Planning and Administration Specialists, ACTEC Fellows, and CPA-certified professionals—we work to ensure client wishes are carried out with maximum efficiency and attention to detail.

Related Professionals
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Practice Contacts
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Micah J. Nichols

Micah J. Nichols

Partner
mnichols@kdlegal.com
p: 317-238-6375
f: 317-636-1507

Rodney S. Retzner

Rodney S. Retzner

Partner
rretzner@kdlegal.com
p: 317-238-6256
f: 317-636-1507

Robert C. Ansani

Robert C. Ansani

Partner
ransani@kdlegal.com
p: 312-651-2435
f: 312-423-9303

Focus Areas
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Asset protection and risk mitigation
Corporate governance and entity restructuring
Counsel on ownership, operational design, and fiduciary best practices
Cybersecurity, privacy, and reputational risk management
Employment and benefits counseling
Executive compensation, employment agreements, and internal governance frameworks
Formation and management of private foundations and charitable trusts
Integration of charitable goals into broader estate plans
Litigation and dispute resolution
Mergers, acquisitions, and liquidity planning
Pre and post-marital agreements
Sophisticated estate and tax planning strategies
Strategic giving and legacy planning
Structuring and establishing single and multi-family offices
Structuring family office investments and acquisitions
Structuring of private equity and direct investments
Transition planning for family-owned businesses
Trust structuring and administration
Real estate transactions and management
Regulatory and tax compliance
  • Overview
  • Professionals

Our Private Client Services Practice is designed to serve families whose needs span generations, jurisdictions, and disciplines. Krieg DeVault attorneys work with high-net-worth individuals and family offices to develop, implement, and evolve legal strategies that support long-term financial stewardship, minimize risk, and reflect each client’s unique priorities. Our role is to serve not only as legal advisors, but as trusted partners invested in helping clients protect what they have built, ensure smooth transitions, and achieve the personal, financial, and philanthropic outcomes that matter most.

We understand that family needs evolve, and so do the structures and strategies designed to support them. By integrating our estate planning, tax, corporate, and real estate capabilities, we help clients navigate the full life cycle of family wealth and enterprise planning. This includes structuring family offices, managing succession, and coordinating charitable giving. With a focus on adaptability and discretion, our team delivers comprehensive counsel tailored to each stage of family and business growth.

Our attorneys have earned the confidence of individuals, families, entrepreneurs, business owners, trustees, and professional advisors by delivering sophisticated estate and tax planning strategies that address both immediate and long-term goals. We customize wills, trust agreements, and succession plans to each client’s specific needs and family circumstances, and our experienced team is equipped to handle complex estate planning, business succession, administration, and litigation matters. With attorneys licensed in Indiana, Florida, Illinois, and Michigan—including Board Certified Estate Planning and Administration Specialists, ACTEC Fellows, and CPA-certified professionals—we work to ensure client wishes are carried out with maximum efficiency and attention to detail.

Practice Contacts

Micah J. Nichols

Micah J. Nichols

Partner
mnichols@kdlegal.com
p: 317-238-6375
f: 317-636-1507

Rodney S. Retzner

Rodney S. Retzner

Partner
rretzner@kdlegal.com
p: 317-238-6256
f: 317-636-1507

Robert C. Ansani

Robert C. Ansani

Partner
ransani@kdlegal.com
p: 312-651-2435
f: 312-423-9303

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