FOR YOU, YOUR FAMILY, YOUR HOME & YOUR BUSINESS

Matheson PA is a Palm Beach, Florida private client law firm with global reach specializing in the areas of Trust & Estate Planning and Administration, including Business & Succession Planning, and Real Estate & Title. Most of our clients are private clients concerned with the security and needs of their family. Many are current and retired business owners and executives, their families, businesses, trusts, foundations, and family offices.

As Trust & Estate planners, we help our clients address their most personal issues and achieve their often unique priorities and objectives, with both the more common and complex situations they face, many of which include multi-generational and multi-jurisdictional issues. When our clients have suffered the loss of a loved one, we provide a very hands on full service approach to Trust and Estate administration, and where necessary Florida probate administration. Our goal is always to provide high quality service at an affordable and fair price.

On the business side we help our clients structure their business entities and also plan, whether strategic short or long term business planning solutions or tax solutions, as well as business succession planning, contracts, mergers & acquisitions. We represent a limited number of businesses as local or general counsel, including established private companies and start-ups doing business in the United States and Florida and in need of local counsel to help them with their business needs and goals. A growing and increasingly significant part of the firm’s practice is in the area of representing in-bound and outbound investment to and from the state of Florida and the United States and the proper planning required.

Our Real Estate & Title services capabilities and experience, and especially in handling larger and more complicated transactions, allows us to help our clients and provide significant value with some of the most personal investments and assets they will ever own. The firm is an approved agent for Chicago Title Insurance Company, which is a member of the Fidelity National Family of Companies and capable of closing transactions of all sizes and complexity. We are not a volume real estate practice, but a boutique, concierge high service real estate and title practice.