Top 10 Most Influential Private Wealth Law Attorneys in Texas 2023

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Welcome to our showcase of the most distinguished private wealth lawyers in Texas. The Lone Star State stands as a bastion of economic enterprise and the strongholds of immense private wealth that comes with such ventures. The realm of private wealth law is crucial to efficiently preserving and navigating this wealth for the future. We at have curated a list of the most compelling private wealth lawyers in the vicinity, who have shown excellence in estate planning, tax planning, and business succession strategies. These legal aces excel in maintaining the delicate balance between the legal and personal aspects of wealth management while providing top-notch services to clients.

The dynamic state of Texas paints a broad picture of private wealth potentials, from the bustling enterprise epicenters of Dallas and Houston to the quiet affluences of Hill Country and the South Plains. The legal sphere of private wealth law extends managing family assets, planning for generational wealth, handling tax controversies, and laying down succession schemes. The lawyers presented in our feature encompass expertise that spans across these realms and beyond.

Following are the profiles of our esteemed private wealth lawyers who have left indelible marks on the professional circuit with their exemplary services. They champion client relationships while staying on top of contemporary legal developments and intricacies in the fast-paced business backdrop of Texas.

1. Terri Lacy

Belonging to the esteemed Hunton Andrews Kurth LLP, Terri Lacy has made a name in the Houston market as a brilliant estate and tax planner. She draws from sophisticated planning techniques to serve her clients & is known for establishing a unique repore with her clients; which sets her apart from the league.

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2. Stephanie Loomis-Price

Stephanie Loomis-Price is renowned for her expertise in tax controversy work, making her a favored choice for clients facing IRS opposition. Known for her vibrant connections in the industry and her effervescent personality, she has garnered a strong market reputation.

3. Stephen Dyer

Stephen Dyer is an esteemed estate planning attorney at Baker Botts L.L.P. His practice centers on guiding clients through effective asset transfer and business succession strategies.

4. Keri D Brown

Also from Baker Botts L.L.P, Keri Brown represents high net worth individuals and families in tax litigation and controversy matters. Her professional and reliable approach to projects has earned her a notable distinction in the industry.

5. John F. Bergner

John Bergner from Winstead PC specializes in estate planning and probate law. A source admires him profoundly, citing him as the ultimate professional.

6. Duncan E Osborne

At Osborne, Helman, Knebel & Scott, LLP, Duncan Osborne handles estate planning matters and is known for maintaining “incredible relationships with clients”. His work also extends into international planning, making him a popular consultant for foreign governments and financial institutions.

7. Brett T. Berly

Brett Berly, of Chamberlain Hrdlicka, is distinguished as an excellent estate planning attorney, highly respected in the estate planning community. Brett excels in estate planning, including wills and trusts and business succession matters.

8. Joseph Sleeth

Specialist in business succession planning Joseph Sleeth, has immense expertise in advising families and charitable organizations on matters related to fiduciary duties. He is hailed as very knowledgeable in the field of estate planning.

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9. Tama Brooks Klosek

At Klosek & Associates, Tama Brooks Klosek excels in estate, trust, and marital property planning. Known for her ability to handle complex work, she is a reliable consultant on various issues from foreign trust reporting standards to intricate marital estates.

10. Celeste C. Lawton

Celeste Lawton specializes in wealth transfer planning through drafting wills, implementing transfer tax planning strategies, and structuring private foundations for clients. Lauded for her technical ability and direct manner, she guides clients with commendable expertise.

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