Private Wealth Law

About

Provided by Lowenstein Sandler LLP

Comprised of lawyers from the firm’s Trusts & Estates, Tax, Family Office, Investment Management, Private Equity/M&A, Debt Finance, Venture Capital, and Real Estate practices, our attorneys offer 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. We pride ourselves on our long-term personal relationships with families, family offices, private foundations, and family-owned businesses throughout the United States and around the world, who trust our dedicated stewardship and personalized advice.

Our lawyers are highly experienced in developing innovative approaches for complex cross-border gifts, investments, and purchases by individuals and their private investment vehicles. We guide clients through estate planning; domestic and international taxation; direct equity and private credit investments; tax-efficient transfers of businesses, real estate, valuable art, and other collections (often with cross-border components); and complex financial transactions by family-owned entities and charitable foundations, as well in controversies. In addition, we address family matters, ranging from tax and estate planning for marriage and divorce to business disputes and fiduciary litigation, all with the focus of serving the interests of the individual and family.