[…] J. Mersky is a shareholder in the firm’s Private Wealth Services group where his practice focuses on U.S. international tax and international estate planning for high-net-worth individuals, family offices, and multinational businesses. He is the firm’s principal contact for international tax and international estate planning in the Miami office. Seth’s practice is unique amongst […]

[…] net worth individuals in implementing advanced wealth transfer techniques, income and transfer tax planning, expatriation planning, business succession planning, as well as representing clients who have complicated family situations in complex estate, trust and guardianship administrations. George also advises various cross-border families and foreign high net worth individuals from Latin America and Europe on […]

[…] co-chairs the firm’s mentorship program. She focuses her practice on counseling families as to wealth preservation and transfer tax techniques, with a focus on planning for complex family structures and business succession. Lisa devotes her expertise and proactive counseling to guide the firm’s clients through complex transactions involving generations of families and succession planning […]

[…] the Florida Bar Board of Legal Specialization and Education, Brian is experienced in the design and implementation of advanced asset preservation techniques, including transfer tax planning. A family man himself, Brian understands the importance of compassion, respect and creativity when guiding clients through the complex decisions involving their loved ones. With clients that range […]

Robert Jacobowitz is a shareholder in Gunster’s Private Wealth Services practice. Robert is dedicated to delivering responsive, proactive, sophisticated and personalized estate, tax, charitable and business succession planning for high net worth families and individuals. Robert advises his clients on a variety of estate planning matters, including the development and implementation of estate plans […]

[…] critical knowledge of and insight into the internal processes and sensitivities of professional fiduciaries. John brings his “pro-active” risk management approach to his representation of professional and family member fiduciaries. He is a regular speaker to professional fiduciary and financial services industry groups on fiduciary risk management. John’s professional fiduciary clients also receive on-site […]

[…] Adi co-leads Gunster’s Tax Law practice and his work focuses on tax planning, business law, estate planning and non-profit law for a wide range of clients, including family businesses, entrepreneurs, executives, family offices, wealthy individuals and exempt organizations. Adi works with family businesses and business owners on diverse challenges. He advises owners with succession […]

[…] Jennifer has negotiated and drafted numerous charitable gift agreements totaling in excess of $200,000,000, as well as worked with numerous families on the formation and operation of family foundations, including securing tax-exempt status from the Internal Revenue Service (IRS). Jennifer considers her role as an estate planning and administration attorney to be part counselor […]

[…] clients to ensure that clients’ personal, professional, and business objectives are met while achieving tax efficient structures. Matt’s clients are wide-ranging, including investment funds, closely-held businesses, entrepreneurs, family offices, family trust companies, high net worth individuals, and tax-exempt organizations, both public and private. In addition, Matt represents clients in tax controversy matters, including income […]