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:

Resources:

Exempt Organizations

Practice Leadership

Beth Shapiro Kaufman
Partner
National Chair, Private Client Services

OUR TEAM

Lesley P. Adamo
Partner

Lynda A. Bennett
Partner

John L. Berger
Partner

Edmund S. Cohen
Partner

Marie T. DeFalco
Partner

Michael N. Gooen
Partner

James E. Gregory
Partner

Scott H. Moss
Partner

Anthony O. Pergola
Partner

Warren K. Racusin
Partner

Elinor Ramey
Partner

Nicholas San Filippo IV
Partner

Kenneth J. Slutsky
Partner

Tracy A. Snow
Partner

Daniel A. Suckerman
Partner

Michael P. Vito
Partner

Julie Levinson Werner
Partner

Megan E. Wernke
Partner

Bridget Harris
Counsel

Kristin V. Taylor
Partner

Eric D. Weinstock
Counsel

Meghan M. Federman
Associate

Molefi McIntosh
Associate

Joseph A. Romano
Associate

Ashley Steinhart
Of Counsel

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NEWS & INSIGHTS

Practice Leadership

Beth Shapiro Kaufman
Partner
National Chair, Private Client Services

Honors & Awards

Chambers USA: High Net Worth Guide (2016-2024):
Ranked Band 1 for Private Wealth Law – New Jersey and District of Columbia

CLICK HERE FOR AWARD INFORMATION & METHODOLOGY

No aspect of this or any advertisement has been approved by the Supreme Court of California, the District of Columbia Court of Appeals, the Supreme Court of New Jersey, the New York State Court of Appeals, or the Utah Supreme Court.

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Private Client Services

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Private Client Services

Overview

Exempt Organizations

Practice Leadership

OUR TEAM

NEWS & INSIGHTS

Practice Leadership

Honors & Awards

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Alternative Data = Better Investment Strategies, But Not Without Concerns

Alternative Data = Better Investment Strategies,
But Not Without Concerns