Firm / Organisation

Baker & Hostetler LLP

Current View:

This content is provided by Baker & Hostetler LLP.

Chairman: Paul M Schmidt

Firm Overview:
Recognised as one of the top firms for client service, BakerHostetler is a leading national law firm that helps clients around the world address their most complex and critical business and regulatory issues. With six core national practice groups – business, digital assets and data management, intellectual property, labour and employment, litigation, and tax – the firm has nearly 1,000 lawyers located coast to coast. For more information, visit

Main Areas of Practice:
Private Wealth:
The private wealth practice provides comprehensive experience in the areas of concern for high net worth clients, including:
■ Family office structures
■ Multigenerational legacy planning
■ Tax issues
■ Income and transfer
■ Philanthropy
■ Business counselling
■ Succession planning

Family Office Expertise:
The firm’s attorneys are uniquely talented in advising clients on the proper structure and ownership of their family offices. Clients rely on the attorneys’ securities law experience to work within the new ‘family office’ exception under the federal Investment Advisers Act. Likewise, for those families who manage their own investments through partnerships or limited liability companies, the firm advises on how to comply with the many facets of the Investment Company Act of 1940, the Securities Act of 1933 and the Securities Exchange Act of 1934.

Counselling Fiduciaries & Beneficiaries:
The firm’s lawyers have the experience and technical skills to guide corporate and individual fiduciaries through various complex matters, including:
■ Forming and operating private trust companies
■ Utilising different state laws to achieve desired administrative objectives
■ Avoiding conflicts of interest and claims for breach of fiduciary duty
■ Representing fiduciaries in IRS disputes
■ Managing beneficiary relationships to avoid litigation
■ Resolving fiduciary issues through the court system

Tax-Exempt Organisations & Charitable Giving:
BakerHostetler applies common-sense, state-of-the-art philosophies and strategies that are best suited to clients’ planning needs and charitable goals. The firm partners with clients to fulfil missions that improve communities and society in responsible and tax-efficient ways. The firm’s attorneys understand the myriad regulatory and compliance challenges in charitable giving and the operations of charitable and other tax-exempt organisations. Clients benefit from the firm’s comprehensive knowledge of public charities, private foundations, planned giving and bequest programs, charitable gift annuity and donor-advised fund programs, supporting organisations, charitable split-interest trust agreements, pooled income funds, endowment funds, and other tools that maximise the tax advantages of giving and receiving.

Main Contact:
Robert R Galloway
Tel: +1 216 861 7423
+1 216 696 0740


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