Family Office Support

Although many of GBGR’s clients are organized as family offices and seek GBGR’s counsel from the firm’s various practice areas in the same way an individual client would, GBGR also offers clients the opportunity to receive more structured support of a client’s family office when requested.

This service is rendered by providing office arrangements, support staff, and general infrastructure as needed, and it enables a family office to operate at a highly efficient level by virtue of its proximity to and close interaction with the GBGR team members involved with the representation.

Attorneys

Leslie C. Giordani
Partner

Leslie primarily represents high net worth individuals and family offices in a wide variety of legal matters. Her particular focus is domestic and international trust, investment, and life insurance structures.

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Michael H. Ripp, Jr.
Partner

Michael represents high net worth individuals and family offices in the design, implementation, and administration of domestic and international trust, investment, and life insurance structures.

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Cindy L. Grossman
Partner

Cindy has a breadth of experience in corporate and partnership formation and operation, entity conversion and reorganization, business planning, business succession, and asset protection planning.

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Steven D. Baker
Partner

Mr. Baker advises on a wide variety of estate and business succession, charitable giving, and estate and trust administration matters.

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Lauren M. Fitte
Associate

Lauren focuses on the design, implementation and administration of domestic and international estate and business plans for GBGR’s clients.

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Directors

J. Ross Buchholtz
Tax & Accounting

Ross draws upon his extensive experience as a senior certified public accountant to advise clients on a variety of income and transfer tax matters.

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Coordinators

Carol S. Kohler
Corporate Matters

Carol supports the firm’s income and estate tax attorneys in the design and implementation of domestic and international entity structures.

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Chelsea D. Esquivel
Tax Matters

Chelsea’s primary responsibility is domestic and international tax compliance. In addition, Chelsea supports complex structure administration and charitable planning matters.

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Paralegals

David A. Giordani
Paralegal

David supports the firm’s domestic and international tax compliance practice as well as the firm’s private placement life insurance practice.

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