Private Client Services

Overview

Lowenstein’s Private Client Services group provides an interdisciplinary approach to advising clients seeking to preserve and grow wealth for generations to come.

We offer practical and sophisticated legal and business advice, crafting tax-efficient strategies that enable high-net-worth and ultra-high-net individuals and family offices to achieve their personal, philanthropic, and business objectives through strategic planning for the benefit of family, business, and charitable entities. We pride ourselves on our long-term personal relationships with our clients, developing a comprehensive understanding of your unique goals and challenges.

In addition to our bespoke tax and estate planning services, our team offers a wide range of services including:

• Tax analysis and counsel on business and personal obligations
• Tax-exempt and philanthropic organization formation
• Privacy and cybersecurity issues
• Dispute resolution with government agencies such as the IRS, as well as business partners, customers, and family members
• Executive compensation packages
• Planning and execution of exit strategies
• Prenuptial and other domestic agreements
• Collaboration with investment teams and financial advisers
• Advice on direct investment strategies
• Formation and structuring of investment vehicles including private equity, hedge, and venture capital funds
• Drafting and negotiations of commercial and residential leases and agreements
• Personal and commercial contracts with business suppliers, vendors, and staff
• Organization, structure, and formation of family offices
• Pre-immigration planning
• International domicile planning
• Copyright and intellectual property issues involving digital and other assets

Our multidisciplinary approach aims to provide clients with individualized strategies and solutions offering comprehensive assistance with respect to all of our clients’ legal issues. 

To meet the needs of our high-net-worth clients, our Private Client Services group draws on Lowenstein lawyers from:

• Trusts & Estates
• Tax
• Family Office
• Real Estate
• Investment Management
• Private Equity
• Mergers & Acquisitions
• Tech
• Transactions & Advisory Group
• Privacy & Cybersecurity
• Business Litigation/Business Divorce
• Employee Benefits & Executive Compensation
• Intellectual Property

Resources:

• US Estate and Gift Tax Planning
• Israeli Tax Planning
• Windfalls and Installment Plans

   

Exempt Organizations