Jonathan C Lurie

Jonathan Lurie is senior counsel in the Private Wealth Group. Jonathan is a problem solver who uses his significant experience to develop personalized wealth management and preservation strategies to achieve the individual objectives and aspirations of the clients he serves. He focuses on U.S. and international tax and estate planning, trust administration, succession planning and family governance. Jonathan works with clients to set up Family Offices, private trust companies, and virtual private trust companies.

A native South African, Jonathan has practiced law in South Africa and the United States. He attended university and law school in Johannesburg, South Africa, and is admitted to practice law in the Republic of South Africa and Kingdom of Lesotho, in addition to California.