Band 2
Band 4
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 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.
Jonathan Forster of BakerHostetler 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 long-standing expertise in life insurance planning.
Strengths
Provided by Chambers
"Jonathan Forster is an exceptional individual who has provided the expertise necessary for a comprehensive estate plan."
"Jon is a great legal mind with strong experience and knowledge. But more importantly, he is very customer-focused and always strives to provide the highest quality of customer service."
"Jonathan M Forster's level of service and professionalism is unmatched."
"Jonathan M Forster is a go-to resource for complex estate and trust planning."
"Jon is a great legal mind with strong experience and knowledge. He is very customer-focused and always strives to provide the highest quality of customer service."
"Jonathan is an expert in his field and a great adviser on estate planning strategies. He reaches out on a personal level often and it is great to work with him."
"Jonathan Forster is an exceptional individual who has provided the expertise necessary for a comprehensive estate plan."
"Jon is a great legal mind with strong experience and knowledge. But more importantly, he is very customer-focused and always strives to provide the highest quality of customer service."
"Jonathan M Forster's level of service and professionalism is unmatched."
"Jonathan M Forster is a go-to resource for complex estate and trust planning."
"Jon is a great legal mind with strong experience and knowledge. He is very customer-focused and always strives to provide the highest quality of customer service."
"Jonathan is an expert in his field and a great adviser on estate planning strategies. He reaches out on a personal level often and it is great to work with him."
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