We guide our clients through all legal and tax aspects of their wealth planning, management and succession. The firm has two primary focuses: (1) international families and private investors with connections to the United States, owning investment assets or business interests and with family members living in or moving to the United States; and (2) domestic families needing succession planning for intergenerational wealth.

In addition, the firm represents fiduciaries and beneficiaries in the administration of trusts, estates and other United States entities. Members of the firm frequently serve in trusted fiduciary positions for our clients, whether as trustees, agents, limited liability company managers or corporate officers and directors.

Our principal attorneys are Peter Rosenberg and David Elwell.

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Peter was a Partner in the Philadelphia law firms Cozen O’Connor and Duane Morris LLP, where he spent most of his legal career focusing on United States tax and estate planning and trust administration issues facing international families.

Peter and David are also Partners of Stonehage Fleming US, which serves as a platform for providing the services of the broader Stonehage Fleming Group in the United States.

Every member of our team has career experience in addressing the technical and practical issues faced by high net worth families as they develop strategies to protect and manage their wealth, and prepare for the transition of that wealth the next generation. This experience is enhanced by being affiliated with Stonehage Fleming. Stonehage Fleming is one of the world’s leading independently owned multi-family offices operating from locations around the world and serving families in Europe, the Middle East, Africa, Latin America, the United States and Canada.

Stonehage Fleming provides a range of services customized to each family’s needs, including succession planning and other wealth transfer advice, family governance, global fiduciary services, investment management in public and private markets, expert reporting, and day-to-day administrative and family office support.

Stonehage Fleming Law US operates from our Philadelphia office and works in alliance with Stonehage Fleming’s broader Legal & Tax Advisory division in the United Kingdom, Europe and South Africa. We also work closely with other professional advisers and family offices around the world and in the United States, including the Stonehage Fleming Group and their network of international advisers.