Daniel A. Swick

Daniel A. Swick is a business counselor with more than 25 years of experience providing general corporate counsel and tax advice on a full range of business and personal planning matters, including estate, tax and closely-held business planning.

Counsel to High-Net-Worth Families

Dan is a trusted counselor for many families with significant multigenerational wealth and closely-held business and real estate interests, helping them structure their estate plans to minimize gift, estate and generation-skipping taxes in the transmission of their wealth. Valued for his integrity and forthright manner, Dan also frequently guides family members of different generations through emotionally-charged challenges, such as business disputes, divorces and other critical financial matters.

Complex Transactions for Family and Closely-Held Businesses

Dan also structures, negotiates and manages complex transactions for his clients across an array of industries, and advises them on business succession planning. He leverages this robust experience across the full business lifecycle to advise his clients on all of their business concerns, including commercial and real estate holdings and matters of business strategy.