Investment Portfolio Planning (Legal and Tax Matters)

GSRJ 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 single-stock position situation, or a recently liquidated portfolio consisting primarily of cash, GSRJ 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. GSRJ 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 GSRJ’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, such as Leslie Giordani’s past service as an appointed member of the Board of Advisors of IMCA (Investment Management Consultant’s Association) and speaking engagements in investment-oriented educational forums.


Leslie C. Giordani

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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Michael H. Ripp, Jr.

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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Steven D. Baker

Mr. Baker advises on a wide variety of estate and business succession, charitable giving, and estate and trust administration matters.

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Thomas M. Bounty
Of Counsel

Mr. Bounty utilizes his vast expertise as both an attorney and an insurance executive for certain insurance-related projects.

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Robert W. Chesner, Jr.
Finance & Insurance

Mr. Chesner 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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J. Ross Buchholtz
Tax & Accounting

Mr. Buchholz draws upon his extensive experience as a senior certified public accountant to advise clients on a variety of income and transfer tax matters.

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Bruce S. Kentros

Mr. Kentros’ efforts are focused on complex structure administration and international estate and wealth protection planning.

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