Ranked in 2 Practice Areas
2

Band 2

Private Wealth Law

District of Columbia

10 Years Ranked

4

Band 4

Private Wealth Law: Eastern Region

USA - Nationwide

3 Years Ranked

About

Provided by Jonathan M Forster

High Net Worth

Practice Areas

For the past 30+ years, Jonathan Forster has served as an outlier in the private client space. BakerHostetler's Private Wealth Group, which he manages as the Northeast practice leader, has honed a unique legacy management experience that removes siloed, conflicted advice, incorporates family values and takes clients through an iterative, interactive and multi-disciplinary process using a fintech application (unique to BakerHostetler).

From his beginnings in the investment management, life insurance industries (an advisor at EF Hutton), along with an early interest in technology, Jonathan's personal experience harbors a very different vantage point, which was incorporated into BakerHostetler's culture, philosophy and business model, to serve successful families and their operating businesses, family offices (the original Convergent, today Pathstone), and the life insurance industry (where the firm serves as outside counsel to their trade association (Finseca formerly the AALU), life insurance distribution firms (NFP, portions of the M Group, and Crump) and insurance carriers (Guardian, TransAmerica and Ameritas). Having continued visibility into these various constituents affords the practice group the opportunity to deliver a service like no other law firm.

Professional Memberships

--Ultra High Net Worth Institute

Active Member

--Association for Advanced Life Underwriting

Business Insurance and Estate Planning Committee: General Tax Counsel (2012 to Present)

Chambers Review

Provided by Chambers

Chambers High Net Worth

Private Wealth Law - District of Columbia

2
Band 2
Individual Editorial
Jonathan Forster manages the North East practice of BakerHostetler's private wealth group. Forster has a wealth of experience in private wealth, with particular experience in legacy management work.

Private Wealth Law: Eastern Region - USA - Nationwide

4
Band 4
Individual Editorial

Jonathan Forster advises high net worth individuals and their families and businesses as well as family offices on a range of wealth planning techniques. Forster also has particular and longstanding expertise in life insurance planning.

Strengths

Provided by Chambers

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