Private Wealth Law

About

Provided by Lowenstein Sandler LLP

Lowenstein’s Private Client Services group provides an interdisciplinary approach to advising clients seeking to preserve and grow wealth for generations to come. We offer practical and 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 for the benefit of family, business, and charitable entities. We pride ourselves on our long-term personal relationships with our clients, developing a comprehensive understanding of your unique goals and challenges.

In addition to tax and estate planning services, we offer a range of services including:

• Organization, structure, and formation of family offices
• Collaboration with investment teams and financial advisers
• Formation and structuring of investment vehicles including private equity, hedge, and venture capital funds
• Advice on direct investment strategies
• Drafting and negotiations of commercial and residential leases and agreements
• Tax analysis and counsel on business and personal obligations
• Copyright and intellectual property issues involving digital and other assets
• Tax-exempt and philanthropic organization formation
• Executive compensation packages
• Dispute resolution with government agencies such as the IRS, as well as business partners, customers, and family members
• Planning and execution of exit strategies