Investment Portfolio Planning (Legal and Tax Matters) attorneys - offer legal and tax representation in a very broad range of investment-oriented transactions, including portfolio tax-efficiency planning, such as private placement life insurance and deferred annuities, liquidity and diversification planning techniques for single stock positions, complex asset acquisitions, and structural planning for non-US investments.

Practice Areas

Investment Portfolio Planning (Legal and Tax Matters)
GSBT approaches the representation of wealthy individuals from a “big picture” perspective, and we believe that means becoming knowledgeable of and involved in the client’s overall financial picture, the centerpiece of which is typically a multi-asset class investment portfolio. Whether the portfolio is a mature, well-diversified mix of investment types, a single-stock position situation, or a recently liquidated portfolio consisting of mostly cash, GSBT lawyers have the knowledge and experience to work side by side with the client’s investment advisors to address portfolio-related challenges. Accordingly, we offer legal and tax representation in a very broad range of investment-oriented transactions, including portfolio tax-efficiency planning, such as private placement life insurance and deferred annuities, liquidity and diversification planning techniques for single stock positions (collars, prepaid variable forward contracts, etc.), complex asset acquisitions (hedge funds, funds of funds, leveraged bond funds, private equity funds or direct private equity or venture investments, etc.), and structural planning for non-US investments. GSBT lawyers have long-standing, senior executive-level relationships with a large and diverse group of US and non-US investment management firms (in both traditional and alternative investment areas), investment consultants, private banks, brokers, and custodians. Our commitment to maintaining and expanding such relationships has allowed us in many cases to leverage them in order to obtain preferential fee and capacity arrangements for GSBT’s client base. Moreover, we demonstrate our dedication to understanding and participating in our clients’ investment portfolio issues through professional alliances with the investment management community, such as Leslie Giordani’s service as an appointed member of the Board of Advisors of IMCA (Investment Management Consultant’s Association) and speaking engagements in investment-oriented educational forums, Elizabeth Schurig’s tenure as a faculty member of IMCA’s Wealth Management Certificate program, and Michael Ripp’s speaking at the IIR “Alternative Investing through Life Insurance and Annuities” conference, at which Bob Chesner serves as chairperson and speaker.

Attorneys
Leslie Giordani
Elizabeth Schurig
Michael Ripp
Mari Reed

Practice Manager
Bruce Kentros

Paralegals
Jessica Archer