Biography

George Argyris counsels individual clients on all matters related to the building, preservation, and disposition of family wealth and minimization of taxes. His multigenerational practice includes counsel on virtually every aspect of his clients’ privacy, financial planning, philanthropic activity, and family office operations.

A partial list of his extensive areas of knowledge would include sophisticated tax planning vehicles, as well as guidance in and preparation of planning documents such as wills, living trusts and durable powers of attorney. He has created a wide variety of trusts and other legal instruments such as irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family partnerships, closely-held corporations, generation skipping transfers, and arranged both inter vivos and testamentary charitable giving.

For philanthropic purposes, he has developed charitable lead trusts, charitable remainder trusts and private foundations. Additionally, he has prepared property agreements, prenuptial and postnuptial agreements; disposition of IRA, Keogh and other employee benefit plans. He has also overseen probate and trust administration, and led litigation regarding validity, construction and administration along with providing counsel and advice to trustees, charitable foundations, shareholders, and board members.

George has over four decades of experience, and numerous second- and third-generation clients. His unique and invaluable combination of judgment, technical expertise, discretion, and creativity are a major asset to both his family office and individual clients.

Distinctions

  • The Best Lawyers in America in the area of Trusts and Estates
  • Northern California Super Lawyers (2004-2019)

Memberships and Affiliations

  • Board Member, California Symphony
  • Advisory Board Member, University of California, Berkeley Certificate Program in Personal Financial Planning
  • Member, San Francisco Estate Planning Council