Brian G. Smith

Private Wealth Services

Family Office Services

Tax

Estate Planning/Trust & Estate Administration

Charitable Planning & Foundations

Trusts & Estates Litigation

Brian G. Smith advises ultra-high-net-worth clients on estate and tax planning, trust administration, litigation, family law, and charitable giving. With deep insight into complex tax planning strategies, Brian advises his clients on dynasty trusts, grantor retained annuity trusts, qualified personal residence trusts, and life insurance trusts. Brian counsels clients with the goal of lessening the wealth transfer tax involved when transferring wealth to the next generation. He also creates traditional wills, revocable trusts, and limited liability companies in accordance with his clients’ estate plans.

In the realm of estate and trust administration, Brian’s guidance extends to fiduciaries and beneficiaries involved in administration. This includes audits of estate tax returns and gift tax returns. His clients value his deep understanding of estate planning and tax implications, as well as his familiarity with the preparation of estate tax returns.

Chairman of the Board of Directors, Soul Ryeders, 2023-Present; Member, Board of Directors, Soul Ryeders, 2020-Present

Member, New York State Bar Association; Member, Trusts and Estates Law Section; Co-Chair, New Members Committee, 2012-2014

Member, Association of the Bar of the City of New York