
Jonathan M Forster
About
Provided by Jonathan M Forster
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.
Chambers Review
High Net Worth
Jonathan Forster "is a great trusted adviser and a nationally recognised expert in estate planning," says a source. "He always stays ahead of the curve when it comes to planning ideas and concepts," remarks a commentator, who continues: "He is a go-to person for research and execution." "Jon is an exceptional attorney, who consistently provides timely and comprehensive support to my family," says a source.
Jonathan Forster of BakerHostetler LLP advises high net worth individuals and their families and businesses as well as family offices on a range of wealth planning techniques. He also has particular and longstanding expertise in the life insurance industry.
Discover other Individuals at
BakerHostetler LLP
California: Southern
Colorado



District of Columbia



Ohio







USA

