Individual profile for High Net Worth 2021
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High Net Worth
Private Wealth Law - Georgia
This content is provided by Bertram L Levy
Bert is a partner and chair of the Private Wealth practice. He is a trusted advisor to high net worth individuals including some of the wealthiest families in the country. His law practice is national in scope and focuses exclusively on complex wealth transfer planning, business succession planning, charitable planning and sophisticated post-mortem planning and administration. Bert has particular experience guiding clients through the issues surrounding the transfer of ownership of large family business interests, and in planning in anticipation for liquidity events. Clients are drawn to his genuine approach to developing long-term relationships and his drive to provide an extraordinary and personalized experience.
Fellow of the American College of Trust and Estate Counsel, Best Lawyers in America (20 years), former Chair, Fiduciary Law Section, Georgia Bar. Received 2015 Greater Good Award from the Georgia Planned Giving Council in recognition of philanthropic contributions. Boards: High Museum of Art, Piedmont Healthcare Foundation (Chair), Fernbank Museum.
Co-authored leading treatise on Georgia estate planning and estate administration; numerous published articles.
University of Michigan Law School, Juris Doctor, with Honors
Vanderbilt University, Bachelor of Arts, with Honors