Sarah Wentz
High Net Worth Guide 2024
Band 3 : Private Wealth Law
Email address
[email protected]Contact number
(612) 607 7299Share profile
Band 3
About
Provided by Sarah Wentz
Expert in these Jurisdictions
Admitted to practice in Florida and Minnesota.
Practice Areas
A trusted adviser to high-net-worth families and individuals, Sarah guides her clients in achieving a comprehensive strategy to manage their wealth and businesses and minimize tax exposure.
She has extensive experience in crafting wills, trusts and corporate structures, as well as private and public foundations and other vehicles of estate administration. She frequently assists clients with prenuptial agreements.
For owners of closely held and family businesses, Sarah guides them through the complexities of asset protection planning, including legal, tax, real estate and business issues. Sarah is well-versed in navigating the often-complex dynamics that arise in family offices and family-owned businesses, particularly those that span multiple generations. She also provides structural support as these business grow and change, creating strategies for governance and performing tax analysis on global companies.
In the entertainment sector, Sarah has developed a particular fluency in addressing the unique estate planning issues that musicians, actors, writers and other creative artists face in protecting the value of their intellectual property and creative legacies. She understands the impact of rapidly advancing technology and advises artists in crafting estate plans that preserve the value of their copyrights, trademarks and rights of publicity. She also represents banks and trust companies that serve as fiduciaries.
Sarah is recognized as an authority on estate and financial planning issues – particularly as they affect celebrities – and is frequently quoted in national and international media, including The New York Times, Variety, Bloomberg News and Associated Press, and interviewed on television by BBC, CNN and CBS.
Sarah has also developed a niche practice as “Snow Bird Counsel,” providing tax and wealth planning advice to families and individuals who divide their time between northern states and homes in Florida.
In addition, Sarah has experience advising clients on guardianships and conservatorships, special needs trusts and elder law. She frequently speaks to professionals in related fields about estate planning, prenuptial agreements, long-term care planning, diminished capacity and legal and tax topics surrounding how to protect finances in challenging times.
Professional Memberships
Florida State Bar Association: Estates and Trusts Section, Elder Law Section | Minnesota State Bar Association, Elder Law Section | Governing Council, Former Member | Hennepin County Bar Association | Ramsey County Bar Association, Elder Law Section
Education
William Mitchell College of Law
J.D.
2006
University of Minnesota
B.A.
2002
Chambers Review
High Net Worth
Sarah Wentz of Fox Rothschild advises high net worth individuals on tax, trust and estate planning, business succession and asset protection. Wentz also assists with foundations matters. She divides her time between Minneapolis, MN, and West Palm Beach, FL, and is dual-qualified in Minnesota and Florida law.
Strengths
Provided by Chambers
"I can't speak highly enough of her. She is very technical and works with some very large families: billionaire families. She has clients from generational wealth to brand-new, first generation wealth."
"I can't speak highly enough of her. She is very technical and works with some very large families: billionaire families. She has clients from generational wealth to brand-new, first generation wealth."