Family Office Support

Although many of GSRJ’s clients are organized as family offices and seek GSRJ’s counsel from the firm’s various practice areas in the same way an individual client would, GSRJ 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 GSRJ team members involved with the representation.

Attorneys

Leslie C. Giordani
Partner

Ms. Giordani 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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Derry W. Swanger
Partner

Mr. Swanger has extensive experience in assisting U.S. and non-U.S. clients with the design and implementation of traditional and more sophisticated estate planning and asset protection strategies.

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Michael H. Ripp, Jr.
Partner

Mr. Ripp 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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Amy P. Jetel
Partner

Ms. Jetel is focused on the design, implementation, and administration of international trust and entity structures and assists clients around the country and around the world with estate planning and asset protection.

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Cindy L. Grossman
Partner

Ms. Grossman 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
Counsel

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 Fitte
Associate

Ms. Fitte focuses on the design, implementation and administration of domestic and international estate and business plans for GSRJ’s clients.

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Directors

Peggy A. Ugent
Tax & Accounting

Ms. Ugent uses her extensive expertise and experience in U.S tax matters to counsel firm attorneys on income and transfer tax considerations.

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Coordinators

Tracy A. Costello
Family Office

Ms. Costello’s primary responsibility is to facilitate the family office support provided by the firm.

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Paralegals

Carol S. Kohler

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

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