Proskauer Rose

About Proskauer Rose

Proskauer Rose is a New York law firm founded in 1875. Its Private Client Services department advises individuals, families and family offices on estate and gift tax planning, trust and estate administration, charitable giving and fiduciary litigation, alongside the firm's tax and private funds lawyers.

Known For

• Private Client Services department covering planning, administration and fiduciary litigation in one team
• Estate and gift tax planning for owners of closely held businesses and private fund principals
• Charitable planning, including private foundations and split-interest trusts
• Ranked in Chambers High Net Worth for private wealth law

Typical Mandate

A typical Proskauer private client mandate involves a principal whose wealth sits in a private fund, a family business or a concentrated stake, and who needs to move value to the next generation without disturbing control. The team also administers estates, acts for executors and trustees, and represents families in disputes over trusts and wills. Clients often come through the firm's private funds practice.

How to Engage

Most clients are introduced by a private bank, an accountant or a colleague in the firm's corporate and funds practices. The firm can also be approached directly. Initial meetings are with a partner in Private Client Services in New York, who will ask for an outline of the estate, existing documents and family circumstances before proposing a scope of work.

Frequently Asked Questions