Trevor Warmington

+44 (0)20 7842 2000

Trevor Warmington

Partner  |  Rawlinson & Hunter
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Tax Advisory


David S. Untracht

+1 973.805.7110

David S. Untracht

Senior Principal  |  Untracht Early LLC
JURISDICTIONS QUALIFIED IN

David is licensed as a Certified Public Accountant in the states of New York and New Jersey.

TOP AREAS OF EXPERTISE

David provides strategic and transactional tax and business advisory services and tax controversy representation to a diverse group of clients, including hedge funds, alternative investment managers, closely held and entrepreneurial businesses, and high net worth families. He is broadly experienced in all areas of tax, but particularly in the alternative investments space. Equally adept at working with prominent management companies and start-ups, he leverages his active involvement and day-to-day dealings in the alternative investment market to offer an informed perspective on the challenges and opportunities clients may face. He provides sophisticated and proactive tax planning and advisory services to clients ranging from management companies to funds and their principals. He consults on matters relating to taxation of financial instruments and taxation and organizational structure of alternative investment entities including hedge funds, funds of funds, and private equity funds. As a lead in the firm’s Consulting & Advisory practice, David works closely with clients on matters of business planning and strategy, transaction structuring, and due diligence.

RECOMMENDED SPECIALISMS

Accountancy
Family Office
Tax Advisors

Q&A

What has been the highlight of your practice over the past 12 months?

The professionals of Untracht Early have continued to seamlessly provide exceptionally responsive client service, despite the challenges presented by the COVID environment. Because the firm’s professionals have found ways to help clients with the many issues they now face during these unprecedented times, the firm’s advisors have been able to strengthen client relationships and are viewed as critical resources offering value-added solutions.

How did you get into private client?

Our UHNWI business has been built 100% upon referrals from existing clients and other advisors within our substantial network.

What advice would you give rising stars/new lawyers in the private client world?

It’s important to implement prudent planning early on without getting too far ahead of yourself.

When the restaurants reopen, where would you like to go?

I look forward to frequenting all of the local establishments near my home that I’ve supported over the years.


James Sykes

+44 (0)20 7841 4035

James Sykes

Partner  |  Saffery Champness
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Trusts
Tax Advisory


Leonora Stevens

+44 (0)20 7841 4170

Leonora Stevens

Director  |  Saffery Champness
JURISDICTIONS QUALIFIED IN

RECOMMENDED SPECIALISMS

Tax Advisory
Trusts


Simon Mabey

Simon Mabey

Partner, Private Client Services  |  Smith & Williamson
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Tax Advisory


Helen Jones

+44 20 7893 2072

Helen Jones

Partner  |  BDO
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Tax Advisory


Paul Huggins

+44 (0)20 7842 2000

Paul Huggins

Partner  |  Rawlinson & Hunter
RECOMMENDED SPECIALISMS

Tax Advisory


Gary Heynes

+44 (0)1483 307000

Gary Heynes

Partner, Head of Private Client  |  RSM
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Tax Advisory


Benjamin Grist

Benjamin Grist

Partner  |  Dixon Wilson
RECOMMENDED SPECIALISMS

Tax Advisory


Thomas Frey

+41 58 450 59 44

Thomas Frey

Partner  |  Kendris
RECOMMENDED SPECIALISMS

Trusts
Tax Advisory