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Transatlantic Wealth & Estate Planning, London
Wednesday 30th November 2022
Millennium Hotel London KnightsbridgeLondon, UK

Jay Rosenbaum
Partner at Nixon Peabody

Profile

Jay Rosenbaum is a partner in Nixon Peabody's Private Wealth & Advisory group and the leader of the firm’s International Private Clients team. Jay represents high net worth individuals and families both in the US and around the globe.

MY FOCUS

Individuals and families are at the core of my practice, with a strong focus on international families. I also serve domestic high net worth families and have special experience integrating estate and business planning.

INTERNATIONAL PRIVATE CLIENTS

I bring US-focused private client experience to the international marketplace. I advise families around the globe who require professional yet practical structuring of their assets and management of tax exposures in multiple jurisdictions. I also serve as an onshore US trustee for many international families.

HIGH-NET-WORTH INDIVIDUALS AND FAMILIES

I advise many families, in the US and abroad, in their estate planning. I take a broad and long view of my relationships with my clients and work to ensure that clients’ hard earned assets are preserved and protected for the benefit of multiple generations. I serve as a trustee or executor for many of my clients and so steward the implementation of our planning over time.

INTEGRATED INDIVIDUAL AND BUSINESS PLANNING

Early in my career my practice was focused on middle-market corporate transactions. I draw on that experience to develop integrated planning techniques for my individual clients who own businesses and require that strategies be implemented at the personal and corporate levels.

PROBATE LITIGATION

I represent families and financial institutions when disputes arise in the context of estate planning and wealth management structures

Agenda Sessions

  • Navigating Issues Investing into the US

    10:30

Speakers at this event