David Stein

Practice Areas

David A. Stein's global practice involves tax, trust and estate planning for high net worth individuals and families in the US and abroad, with a particular emphasis on planning for closely held businesses and investment vehicles. His core clientele are single-family offices, fund managers, and young entrepreneurs. David’s work for clients involves a range of matters, from creating tax-efficient wealth transfer structures to addressing income tax issues arising from investments and operating businesses. He also advised clients on investments in cultural assets and art, and managed charitable giving and philanthropic strategies.

In addition to helping families with their philanthropic endeavors, he also advises both public charities and private foundations on various matters, including tax exemption, tax aspects of operation and investments, and structuring of charitable gifts.

David has been featured as one of the 21 People to Know When Starting a Family Office by Business Insider and is a frequent speaker at professional and private family organization events on income tax issues, estate planning and charitable giving and has written on tax matters for various publications.

Professional Memberships

Government Relations Committee, Non-Profit Coordinating Committee of New York

Board of Directors, International Festival of Arts and Ideas

Board of Directors, Hamptons Shakespeare Festival

New York State Bar Association

American Bar Association