Kevin T. Keen is a member of Winstead’s Wealth Preservation Practice Group. From his offices in Houston and The Woodlands, Kevin works with clients across the United States and around the world to solve problems and provide legal counsel on all aspects of domestic and international private client matters.
In counseling individuals, Kevin provides innovative, solution-oriented planning related to wealth transfer, family governance, business succession, and estate, gift and generation-skipping transfer tax. He has experience in cross-border planning for international families and represents individuals seeking to establish domestic and foreign trusts or other structures to benefit family in the United States and beyond. Kevin regularly advises clients with multi-jurisdictional wealth structuring, including as it relates to investments in U.S. real estate or operating companies, geared toward global tax efficiency and achieving non-tax goals (e.g., confidentiality and asset protection). Additionally, he advises clients on issues related to pre-immigration planning, expatriation, global mobility (transferring executives or obtaining additional passports), and premarital planning.
With respect to family offices, fiduciaries and financial institutions, Kevin brings a wealth of experience and advises such clients on a variety of matters. He assists clients with the formation and operation of family offices and private trust companies and often undertakes the role of outside general counsel. Kevin advises on tax and regulatory compliance issues and has helped clients develop and implement policies and procedures for their private trust companies. He routinely retains local counsel and tax advisers around the world to provide efficient and coordinated multi-jurisdictional guidance for his clients.
Regardless of the specific topic or jurisdiction, Kevin strives to provide creative and practical solutions that not only address clients’ legal and tax goals, but that simultaneously take into account other relevant factors, such as sensitive family dynamics, a desire for confidentiality, and associated business considerations.
Immediately prior to joining Winstead, Kevin resided and maintained a broad-based private client practice in Zurich, Switzerland. Kevin began his career in Miami, Florida and still maintains his Florida law license. He regularly counsels clients based in Florida, and can assist clients transitioning from Florida to Texas, or vice versa, or from other states or countries to either Florida or Texas, with regard to their personal and business planning.