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private client tax partner jobsAkin Gump has announced that Lucy Lee has joined the firm’s tax practice, where she will be a partner in its private client services group.

She will reside in the firm’s Washington, D.C. office. Ms. Lee joins from Ernst & Young LLP, where she led that firm’s cross-border private client services group in its National Tax Department.

Ms. Lee brings to Akin Gump substantial experience in international tax matters, with a particular concentration on the Asia-Pacific region. Her practice focuses on advising high-net-worth global individuals, families, trusts and multinational companies in an array of tax-related matters, including cross-border income, estate and gift tax planning and controversy.

“Our clients’ interests are expanding around the globe, and we understand the importance of offering truly cross-border services in areas such as tax and estate planning,” said Akin Gump chairperson Kim Koopersmith. “Lucy will fill an important role at Akin Gump and will prove an invaluable asset to our clients with interests both within the United States and abroad.”

Stuart Leblang, co-head of Akin Gump’s tax practice, added “Tax is an increasingly global practice, reflecting the environment in which our clients live and conduct business. Lucy brings significant experience providing sophisticated tax planning advice and services to companies and high-net-worth individuals—particularly in Korea and throughout Asia. These skills make her an outstanding addition to our private clients team and will allow us to enhance and expand the services we are able to offer our international and multinational individual clients and their families.”

Ms. Lee’s practice includes advising clients on U.S. tax law pertaining to entering and exiting platforms in bilateral or multilateral jurisdictions, and in planning and managing the U.S. tax and reporting implications of living and working on a global platform. She also provides counsel on improving the financial efficiency of closely held businesses and investments through proactive and effective planning and the management of tax attributes; preserving and managing wealth by providing U.S. tax advice to administrators and beneficiaries of trusts and estates; and preventing unrecoverable costs by managing tax risks and supporting business negotiations.

Ms. Lee also represents individuals (including athletes and entertainers), trusts and companies in a wide range of tax controversies.

“I’m excited to join Akin Gump, which has such a respected and established tax practice,” said Ms. Lee. “The firm’s strong international footprint and diverse base of clients, many of whom have a need for comprehensive, cross-border tax and estate planning counsel, make it an ideal platform for me and my practice.”

Prior to her tenure at Ernst & Young, Ms. Lee served as corporate tax counsel, international, for General Electric Corporation, where she supported the company’s capital and industrial businesses and investments in Asia, Europe and Latin America. Before that, she was a partner in a boutique law firm focused on providing tax and tax controversy advice. She has also served as U.S. attorney for a Korea-based law firm.

McDermott Will & Emery has announced that Jean-Marc Tirard, one of the best known private client lawyers in France, has joined as a partner in its international Private Client Practice Group, based in the Firm’s London office.

Carol Harrington, global head of McDermott’s Private Client Practice Group comments: “Developing an EU continental practice and enhancing our reputation as a top international private client firm in London is a key strategy for us. Having a renowned practitioner of Jean-Marc’s calibre join the team in London will support this goal”.

Henry Christensen, head of McDermott’s international private clients practice, notes, “I have worked with Jean-Marc for years and am simply delighted to have him join us in London, where he will continue to represent his continental European clients, as well as expatriates who have moved to London, working closely with our established London team of private client lawyers.

Jean-Marc has advised French and non-French companies and private clients on French and international corporate and individual tax issues.  He has negotiated with tax authorities and handled tax litigation for over three decades.  Jean-Marc has advised on numerous high-profile corporate transactions and has extensive experience in tax and estate planning for French and non-French high net worth individuals.  Originally specialising in French and international corporate tax through his unique knowledge of trusts in France, in the last 18 years his practice has developed into an international private client practice.

Jean-Marc began his career with the French tax administration before entering into private practice.  He was in charge of the Paris tax department of Ernst & Whinney (Ernst & Young) for 10 years.  In 1989, he joined Clifford Chance where he was the head of the Paris office tax practice before he co-founded Tirard Naudin (with Maryse Naudin) in 1997.

It is with great pleasure that we welcome Jean-Marc to the team here in London. The growth of the London international Private Client team has been significant, trebling headcount since the group’s inception and giving us greater ability to serve our clients wherever they may be located” added Hugh Nineham, Partner and Head of McDermott’s London office.

Jean-Marc Tirard is rated as one of the leading French tax lawyers in various surveys (including Euromoney, International Tax Review and Chambers); cited as a leading tax lawyer in a number of publications including Best Lawyers in France, the Euromoney Guide to European Leading Tax Advisers,  Chambers Global Guide to the World’s Leading Lawyers and the Private Client Guide of Practice Law Company; named outstanding European Individual of the year by the CityWealth Magic Circle Awards 2009 and  co-founded and was the former chairman of the French branch of STEP, The Society of Trust and Estates Practitioners, as well as the chairman of the Tax Commission of the French Committee and the former chairman of the Tax Committee of the International Chamber of Commerce. Jean-Marc is also an International Fellow of ACTEC (the American College of Trust and Estate Counsel) and also an Academician of the International Academy of Estate and Trust Law. McDermott has largest number of ACTEC members and Academy members of any other law firm.

Jean-Marc’s appointment follows the arrival of Partner David Adler last month to the Private Client group in London. David’s practice focuses on U.S. tax planning, wealth transfer, and trust and estate matters advising on the U.S. federal tax and compliance issues that arise for individuals and fiduciaries with a connection to multiple jurisdictions.

 

As part of the strategic plan to further expand its tax and private capital practice, Fladgate has announced the appointment of private client specialist, Matthew Bennett.  Matthew joined in January from Wilsons, where he was head of the tax and trusts group and had been a partner since 2006.

Matthew specialises in advising business owners and entrepreneurs on the management of their wealth and personal affairs.  He is a member of the Chartered Institute of Taxation and has previously sat on the Camelot panel advising National Lottery winners.

Matthew’s expertise is recognised by the Legal 500 and the Citywealth Guide and he was included in the 2012 Top 50 of the most influential private client practitioners, published by Private Client Practitioner magazine.

Private capital is a significant contributor to Fladgate’s business, with the firm’s income stream split approximately 50:50 between private wealth and institutional stakeholders.  The firm’s private capital client base comprises: individuals and families with significant personal assets, domiciled and non-domiciled; entrepreneurs and family businesses; international trust companies; fund managers; trustees of family and charitable trusts; and personal representatives of substantial estates.

Commenting on the appointment, Fladgate’s chairman Charles Wander said:  “Many of our private capital clients are first and second generation entrepreneurs who instruct us on their commercial affairs and also look to us for advice on tax, estate planning, cross-border succession and a range of other issues including disputes arising over family wealth and matters such as structuring the ownership of family businesses.  Matthew’s appointment, which takes the number of partners in the group to six, will add strength and depth to the range of services we are able to offer and we are delighted to welcome him to the firm.”

Matthew added: “In addition to joining a thriving private capital practice, Fladgate’s considerable expertise in complementary areas offers an exciting opportunity for me to further develop my client base.”

Experience

  • Advising the trustees of a UK family trust holding trading assets worth approximately £50m on their duties and responsibilities.
  • Advising non-domiciled individuals regarding valuable London residential property, and implementing holding structures.
  • Advising in connection with the migration of three Liechtenstein Foundations to Jersey.
  • Acting in relation to the estate of a UK resident and domiciled property entrepreneur and advising the family on executors’ trading responsibilities, reorganisation of the family company and the use of trusts to protect the family’s wealth.
  • Advising the majority shareholder of both a substantial private trading and an investment company on strategies for transferring his interests down the generations.
  • Advising a non-resident individual on the use of the UK/Swiss double tax treaty.

Wiggin Dana tax partner jobsWiigin and Dana has made up 3 new partner in 2015, including Helen Heintz in the firm’s Private Client Services Department.

Helen advises individuals, couples and families in connection with tax-efficient estate, gift and income tax planning. In addition, she negotiates and structures prenuptial and postnuptial agreements.

Helen also advises individual and corporate fiduciaries regarding all aspects of trust and estate administration, including taxation and fiduciary law. She routinely represents fiduciaries and beneficiaries before the New York Surrogate’s Courts and Connecticut Probate Courts in a variety of matters including probate proceedings, fiduciary appointments and removal, guardianship proceedings, accounting proceedings and contested matters. In addition, Helen represents fiduciaries in Article 81 guardianship matters.

Helen received her B.A. in Political Science from Trinity College in Hartford, Connecticut, and her J.D. from Brooklyn Law School in Brooklyn, New York. During law school, she served as Executive Notes and Comments Editor of the Brooklyn Journal of International Law.

Helen is admitted to practice in Connecticut, New York and Pennsylvania. She is a member of the Estates and Probate Section of the Connecticut Bar Association and the Trusts and Estates Section of the New York State Bar Association, as well as the American Bar Association. Helen is also a member of the Trusts, Estates and Surrogate’s Courts Committee of the New York City Bar Association

Boodle Hatfield has strengthened its Private Client and Tax team with the appointment of Baker & McKenzie partner Salpy Kouyoumjian.

Salpy, who joins the firm on 27 January, has a strong international client base with a particular focus in advising ultra high net worth individuals and families and trustees in Russia, CIS and the Middle East. She is fluent in Arabic, French and Armenian.

Salpy brings to Boodle Hatfield considerable experience in designing and establishing bespoke international asset-holding and wealth management structures including private trust companies, limited partnerships and family offices. She also has experience in advising entrepreneurs and senior executives on exit strategies for disposing of investments, share options and structuring and deferring UK tax in relation to both income tax and capital gains tax.

Commenting on her move Salpy said: “Boodle Hatfield is one of the world’s leading private client law firms with a first class domestic and international client base. I am looking forward to continuing my career with the firm and supporting its continuing growth.”

Sara Maccallum, Head of the Private Client and Tax and Senior Partner at Boodle Hatfield said: “We are delighted with Salpy’s decision to join Boodle Hatfield. We continue to be focused on further expanding our international private client offering and her excellent skills and client-base will be a great asset to our international team.”

Private Client Partner Tax JobsRussell-Cooke has grown its private client practice with the hire of partner Andrew Godfrey.

Andrew joins from Penningtons Manches where he led the charity and Italian sectors in their London private client department. He advises families, individuals, charities and corporate entities on all aspects of private client law including estate planning, wills and administration, cross-border issues, tax planning and regularisation of tax affairs, as well as establishing charities and providing on-going advice.

His practice includes UK based clients and those with international affairs.

Representative experience includes:

– regularising clients tax affairs in cross-border situations, involving Liechtenstein Disclosure Facility and UK/Swiss Agreement;
– cross-border estate planning – succession and tax issues with a particular focus on Italy and the US;
– UK resident non-UK domiciled capital tax planning and remittance basis issues, for example restructuring of property holding companies further to ATED introduction;
– UK estate planning, including business property relief, agricultural property relief and heritage property relief;
– Wills;
– trust advice, involving large family trust structures, onshore and offshore;
– administration of estates;
lasting Powers of Attorney, living wills and healthcare proxies, including in cross-border situations.

Andrew is fluent in Italian, is the treasurer and committee member of the British Italian Law Association; and is also a member of ATT (Association of Tax Technicians), STEP (Society of Trust and Estate Practitioners) and the Charity Law Association.

Richard Frimston, partner and head of the private client group, commented “Andrew’s expertise not only strengthens our cross-border offering but his experience and character will also ensure our professional and bespoke service to clients remains second to none”.

Osborne Clarke has today launched a dedicated private wealth practice for high net worth individuals and families across the world.

The practice is led by new partners Stuart Janaway and Andrew Goodman, with further appointments to follow throughout 2015.

Andrew joins Osborne Clarke from Taylor Wessing, where he was a Partner in its Private Client Group. Stuart joins Osborne Clarke from a boutique private client firm, New Quadrant Partners, where he was a partner. They will serve the firm’s UK and international clients across Osborne Clarke’s offices.

The practice will provide the full range of private client advice, including international tax and estate planning, immigration, property advice and, when needed, litigation support. The team will work closely with other departments of the firm to provide seamless advice to clients on their personal, business and charitable concerns.

Commenting on their appointment, Stuart said: “Osborne Clarke has a terrific reputation for representing entrepreneurial and fast growing businesses. Managing the wealth they generate is an important part of the advice and support the firm provides. Both Andrew and I are excited by the opportunity to build a dedicated private client practice that reflects the entrepreneurial approach of the firm.”

Ray Berg, UK Managing Partner, Osborne Clarke adds: “Stuart and Andrew’s arrival at Osborne Clarke is the first step in creating a new, innovative private client offering that reflects the culture and approach of our firm. Andrew and Stuart both have first class reputations and are well-known and respected in the industry. We look forward to the contributions they will bring.”

bristol tax jobsAndrew brings to Osborne Clarke considerable expertise and experience in advising UHNW individuals and their families. He regularly acts for multinational families with cross-border interests on investment structures and succession planning, as well as representing trustees in the UK, Jersey, Guernsey, Switzerland and the Cayman Islands. Andrew also has extensive experience in philanthropy, establishing and advising family foundations and larger charities alike.

private client jobsStuart also acts for UHNW international families, trust companies, charities and private banks. He spent part of his career at AllianceBernstein, a large US investment management company, where he was head of its UK private client business, and has subsequently built a strong US private client base. He also has significant experience in advising on private investment funds and tax efficient investment structures.

Private Wealth JobsKarl Woolley has joined Bircham Dyson Bell as a Partner with effect from today (12th Jan 2015).

Mr Woolley was previously with Pinsent Masons where he was Head of their Private Wealth practice. Prior to 2010 he held partnership positions with SJ Berwin and Addleshaw Goddard.

He is well known in the private client arena for facilitating transactions on behalf of clients, drawing on his substantial network of private bankers, investors and other private client practitioners to do so.

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