Private Wealth Law
High Net Worth Guide 2024 : New Jersey
Band 1
Contact number
+1 973 597 2500About
Provided by Lowenstein Sandler LLP
Comprised of lawyers from the firm’s Trusts & Estates, Tax, Family Office, Investment Management, Private Equity/M&A, Debt Finance, Venture Capital, and Real Estate practices, our attorneys offer sophisticated legal and business advice, crafting tax-efficient strategies that enable high-net-worth and ultra-high-net individuals and family offices to achieve their personal, philanthropic, and business objectives through strategic planning. We pride ourselves on our long-term personal relationships with families, family offices, private foundations, and family-owned businesses throughout the United States and around the world, who trust our dedicated stewardship and personalized advice.
Our lawyers are highly experienced in developing innovative approaches for complex cross-border gifts, investments, and purchases by individuals and their private investment vehicles. We guide clients through estate planning; domestic and international taxation; direct equity and private credit investments; tax-efficient transfers of businesses, real estate, valuable art, and other collections (often with cross-border components); and complex financial transactions by family-owned entities and charitable foundations, as well in controversies. In addition, we address family matters, ranging from tax and estate planning for marriage and divorce to business disputes and fiduciary litigation, all with the focus of serving the interests of the individual and family.
Chambers Review
Lowenstein Sandler enjoys a superb reputation in New Jersey as a leading law firm for private wealth matters.
Strengths
Provided by Chambers
"Their teamwork between the different departments is seamless."
"Lowenstein Sandler has a thorough and deep department with a lot of experience with some of the more complex structures and transactions."
"Their teamwork between the different departments is seamless."
"Lowenstein Sandler has a thorough and deep department with a lot of experience with some of the more complex structures and transactions."
Notable Practitioners
Esteemed practitioner Ashley Steinhart has a wealth of experience advising high net worth clients on trust and estate planning matters.
"Ashley is very smart and very effective. I can give him only the highest marks."
Michael Gooen is recognised as a go-to in the New Jersey market for private wealth matters.
"Michael is super analytical, really hard-working and really willing to go the extra mile for his clients for creative solutions to challenging problems, thinking about things in a holistic way."
"I always found Michael to be a tax and estate planning guru."
Warren Racusin has in-depth experience representing high net worth clients in all aspects of tax, trust and estate planning.
"I appreciate Warren's knowledge, track record, handling and ability to think outside the box, which allow us to collectively brainstorm and work together."
Tracy Snow is a partner at Lowenstein Sandler and has a growing reputation in trust and estate planning.
"I had an excellent experience with Tracy. She is a problem solver and has got both the substance and spirit of my objectives. She also collaborated very well with my financial adviser."
"She is very bright and a good practitioner."
Ranked Individuals at
Lowenstein Sandler LLP
New Jersey
Members
Provided by Lowenstein Sandler LLP