Jay Waxenberg
Jay Waxenberg
Partner | Proskauer Rose
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Estates: Planning
Family Office
Office Location
New York, United States
Short Biography
Jay Waxenberg advises on all aspects of multi-generational wealth planning and has particular expertise in complex estate planning, related tax work and the administration of estates and trusts. He is regularly involved in will contests and other estate- and trust-related litigations. Jay has extensive experience working with high-net worth individuals and their estates and has assisted clients, often for many years, in the structuring of their estate plans so as to minimize gift, estate and generation-skipping taxes in the transmission of their wealth through several generations. Lauded by his clients as “an all-star private client lawyer” who is “very focused on client service,” he is involved in the full range of his clients’ economic and personal concerns, including closely held businesses, commercial and residential real estate holdings, artistic collections and philanthropy. Jay lectures regularly on estate planning topics and has written numerous articles that have appeared in various legal publications.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
Listening is not waiting for your turn to speak.
What was your first job?
Bell Hop
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Likely legislative changes in US tax laws over the next two years.
Jay Rosenbaum
Jay Rosenbaum
Partner and International Private Clients Team Leader | Nixon Peabody
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Trusts: Planning
Tax Advisory
Office Location
Massachusetts, United States
Short Biography
Jay Rosenbaum is a partner at Nixon Peabody LLP, and the leader of the firm’s International Private Clients Team. Jay represents high net worth individuals and families both in the US and around the globe by bringing US-focused private client experience to the international marketplace. He advises international families who require professional yet practical structuring of their assets and management of tax exposures in multiple jurisdictions. He also serves as an onshore US trustee for many international families. Early in Jay’s career his practice was focused on middle market corporate transactions. He draws on that experience to develop integrated planning techniques for his clients families who own businesses and require that strategies be implemented at the personal and corporate levels.
What is your favorite restaurant to take a client or colleague to?
Parla, in Boston, but for the secret drinks menu more than for the food.
What is the best piece of advice you have ever received?
Get out of the office. Lots of people can grind away at their desks, and you don't need to be one of them.
What was your first job?
Working behind a deli counter. I'd do it again in a heartbeat.
What is the book you recommend to everyone?
A Prayer for Owen Meany. But you have to read it. The movie does not do it justice.
What changes do you expect to see in your practice over the next year?
Higher interest rates are going to have our clients thinking differently about how to deploy capital. Not so much risk needs to be taken to generate a good return.
Jason Short
Jason Short
Partner | Kasowitz Benson Torres
JURISDICTION
United States
TOP SPECIALISMS
Asset Management
Commercial Litigation
Reputation and Crisis Management
Office Location
United States
Short Biography
Jason M. Short represents high net worth individuals with global business interests in matters related to cross-border government investigations, regulatory enforcement actions and related civil litigation spanning the Americas, Asia, Europe and major offshore financial centers. He focuses on matters involving asset forfeiture and confiscation proceedings, where he regularly performs asset stress tests, clean funds analyses and asset tracing and recovery initiatives, often with hundreds of millions of U.S. dollars at stake. Additionally, Jason has experience representing clients that may be subject to primary or secondary sanctions imposed by U.S. regulatory agencies, including the Department of Treasury’s Office of Foreign Assets Control, as well as other non-U.S. agencies responsible for economic and trade sanctions. Jason regularly advises on the legal and financial impact such sanctions designations may have on both business and personal interests, including intrafamily wealth succession and corporate continuity.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
James Tsang
James Tsang
Partner | Squire Patton Boggs
JURISDICTION
TOP SPECIALISMS
Trusts: Planning
Tax Advisory
Office Location
Hong Kong SAR
Short Biography
James provides US income and estate tax planning for high-net-worth individuals and family groups. His representations include handling personal tax and estate planning for trusts and holding companies, minimizing US estate and inheritance taxes, avoiding US probate proceedings and revising existing structures in accordance with US laws relating to offshore trusts. He is experienced in international and US estate planning to reduce estate, inheritance and other succession taxes worldwide, including the application of estate tax treaties, as well as the establishment and operation of international charitable foundations. James has presented numerous speeches and training sessions to international trustee companies regarding the use of foreign trusts to minimize US income, estate and generation skipping taxes.
What is your favorite restaurant to take a client or colleague to?
China Tang, Landmark, Central, Hong Kong
What is the best piece of advice you have ever received?
Success is stumbling from failure to failure with no loss of enthusiasm.
What was your first job?
Law clerk in litigation department of a Texas firm, Gardere Wynne
What is the book you recommend to everyone?
Human Kind, a Hopeful History
What changes do you expect to see in your practice over the next year?
Continue to grow as laws and regulations become more complex.
Ivan Sacks
Ivan Sacks
Senior Partner | Withersworldwide
JURISDICTION
TOP SPECIALISMS
Family Governance and Business
Family Office
Trusts & Trusteeship
Office Location
United States
Short Biography
Ivan is a private client lawyer and trusted advisor to international and domestic US families and family offices, leaders in business, philanthropy and the arts. From 2013-2019, he was the global Chairman of Withersworldwide, the first American partner to serve in that role in its 125 year history. Today, he heads Withers' Families and Family Office practice, and is a member of its Latin American and Greater China practice groups, among others.
What is your favorite restaurant to take a client or colleague to?
Il Gattopardo
What is the best piece of advice you have ever received?
You learn more by listening than talking
What was your first job?
Band Boy (instrument set up) for a famous jazz band
What is the book you recommend to everyone?
Don Quixote
What changes do you expect to see in your practice over the next year?
Continuing developments in the field of AI affecting and streamlining but not undermining the practice of sophisticated legal advice
Iain Younger
Iain Younger
Partner | EY
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Trusts: Planning
Tax Advisory
Office Location
United Kingdom
Short Biography
Having joined in 2000, Iain has successfully established and built the Trust and Estates service within our Private Client offering. He covers numerous areas of US and UK taxation. Iain is a qualified Chartered Tax Adviser (CTA), US Enrolled Agent (EA), and a member of the Society of Trust and Estate Practitioners (STEP). He was listed in eprivateclient’s ‘Top 35 Under 35’ in 2013. In Spear’s 500, he was ‘Top Recommended’ from 2016–20, and was named one of the ‘Top 10 Accountants and Tax Advisers’ in 2021–22. Furthermore, he was recognised as the ‘Private Client Accountant of the year’ in Spear’s wealth management awards in 2021. Iain is a trustee of NPT Transatlantic Limited, dealing with effective charitable giving for US and UK connected individuals and families.
What is your favorite restaurant to take a client or colleague to?
Holborn Dining Rooms
What is the best piece of advice you have ever received?
Let the client talk! Ensure you understand their specific situation and goals in their own words
What was your first job?
Picking up golf balls at a driving range
What is the book you recommend to everyone?
Alex Ferguson - Leading
What changes do you expect to see in your practice over the next year?
With elections in both the US & UK coming up, I think we can expect to see further focus on cross border matters in both countries. There will certainly be a need to advise and support clients.
Heather Tibbo
Heather Tibbo
Group Head of Family Office Services | Crestbridge Family Office Services
JURISDICTION
United States, Cayman Islands
TOP SPECIALISMS
Family Governance and Business
Family Office
Trusts & Trusteeship
Office Location
Jersey
Short Biography
Heather has over 25 years’ experience in the UHNW sector and is responsible for the Family Office Services business at Crestbridge. She has worked with UHNWIs, their families and institutions to provide a comprehensive range of family office services to families and corporate clients based in multiple jurisdictions. Heather also has extensive experience in management of client and intermediary relationships. Heather is a lawyer by background and has previously advised individuals, intermediaries and trustees in relation to offshore matters. Subsequently, she became involved in assisting in the development of wealth management organisations, focusing on her strong relationships with advisors and their clients. As a member of the Crestbridge Group’s executive team she inputs into the strategic direction and expansion of the Group. Heather played a pivotal role in establishing Crestbridge Fiduciary, a joint venture with leading US fiduciary Willow Street, and is a member of its board
What is your favorite restaurant to take a client or colleague to?
Franco's, Hermyn Street
What is the best piece of advice you have ever received?
Always put yourself firmly in your clients’ shoes - being able to empathise, identify their motivations & needs and assess situations through the clients’ eyes is key.
What was your first job?
Temping in a hire car company during the holidays.
What is the book you recommend to everyone?
The Choice – a truly inspirational memoir from holocaust survivor, Edith Eger, who shows that we all have a choice as to how we deal with life. Above all we need hope.
What changes do you expect to see in your practice over the next year?
I think there will be even greater appetite for fiduciaries who actively support the financial and commercial affairs of clients, which determine how they would like to see their structures working. This means pro-active and responsive trustees are key.
George McCormick
George McCormick
Partner and Co-Chair | Moses Singer
JURISDICTION
TOP SPECIALISMS
Tax Advisory
Charitable Planning and Philanthropy
Office Location
United States
Short Biography
George McCormick is a partner and Co-Chair of Moses Singer's Private Client Practice Group. He provides U.S. federal tax, estate and trust planning advice to high net worth individuals and their families, entrepreneurs and business owners, family offices, and trust companies. George advises clients with general estate planning and more advanced gift and estate planning, including counseling fund principals with gifting fund interests, creating grantor retained annuity trusts (GRATs), intentionally defective grantor trusts (IDGTs), charitable trusts, and advising on the use of life insurance strategies and structures. George also advises clients on different asset protection strategies.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Geoff Kertesz
Geoff Kertesz
Partner | Stewarts
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Trusts: Contentious
Office Location
London, United Kingdom
Short Biography
I specialise in complex litigation relating to trusts and estates, often with an offshore element. I have experience with cases involving the UK, US, Bermuda, Channel Islands, Cayman Islands, BVI and Hong Kong, among other jurisdictions. I am equally at ease dealing with purely domestic matters.
What is your favorite restaurant to take a client or colleague to?
The Penderel's Oak
What is the best piece of advice you have ever received?
My high school baseball coach told me, "You can't teach smart, and you can't teach tall. Everyone has limitations."
What was your first job?
Working in the copy room in a law firm, age 15.
What is the book you recommend to everyone?
Master of the Senate, by Robert Caro
What changes do you expect to see in your practice over the next year?
More disputes related to mental capacity
Fernando Juarez Hernandez
Fernando Juarez Hernandez
Attorney | Freeman Law
JURISDICTION
TOP SPECIALISMS
Relocation and Cross-Border Advisory
Trusts: Planning
Tax Advisory
Office Location
United States
Short Biography
Fernando is a member of the International Tax Practice at Freeman Law. He advises on complex U.S. and international tax planning. His tax practice focuses on cross-border transactions. Beyond planning, his experience includes voluntary disclosures, FBARs and international compliance. Fernando’s expertise in tax planning extends to Fortune 500 companies, family offices, medium & small businesses, and individuals with foreign holdings. His primary areas of expertise include inbound structures for international investors, and outbound tax planning for U.S. based companies. Fernando is fluent in English & Spanish.
What is your favorite restaurant to take a client or colleague to?
Capital Grille
What is the best piece of advice you have ever received?
Be persistent
What was your first job?
EY
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?