Investment Portfolio Planning
(Legal and Tax Matters)

GBGR approaches the representation of wealthy individuals from a “big picture” perspective, and we believe that includes 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 classes, a concentrated position situation, or a recently liquidated portfolio consisting primarily of cash, GBGR 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, direct private equity or venture investments, etc.), and structural planning for non-U.S. investments. GBGR lawyers have long-standing, senior executive-level relationships with a large and diverse group of U.S. and non-U.S. 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 obtain preferential fee and capacity arrangements for GBGR’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.

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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Jennifer E. Gayle
Associate

Jen’s practice focuses on the federal income, estate, and gift tax implications for clients utilizing complex estate planning, trust, and business strategies across multiple jurisdictions.

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Directors

Robert W. Chesner, Jr.
Finance & Insurance

Bob assists high net worth individuals and family offices in the design and implementation of domestic and offshore life insurance and annuity structures.

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Coordinators

Bruce S. Kentros
Trusts

Bruce's efforts are focused on complex structure administration and international estate and wealth protection planning.

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