Bringing you live news and features since 2006 

Goetz Fitzpatrick expands Trusts & Estates practice to HWIs, family offices, and family businesses

RELATED TOPICS​

Goetz Fitzpatrick has announced an ‘of counsel’ affiliation with Alison Arden Besunder in the firm’s Trusts and Estates Department. 

Arden Besunder brings over 20 years of litigation experience and a decade focused on estate planning to the firm’s individual clients, business clients, and family foundations, as well as expertise in estate litigation and guardianship. This new relationship expands the firm’s practice and enhances its ability to offer well-rounded, comprehensive, and compassionate estate-related services to its clients.

Goetz Fitzpatrick’s Trusts and Estates Department serves clients with substantial wealth who require sophisticated estate and lifetime giving plans as well as clients who are in the process of accumulating wealth and need help minimising tax liability and protecting their hard-earned assets. The practice specialists administer estates and trusts, including handling probate and other judicial proceedings. They are supported by lawyers in other practices to address areas of interest to individuals, including pensions and real estate, personal income tax advice, and domestic relations law, as well as areas of interest to entrepreneurs, including corporate and partnership tax, business reorganisation, and commercial real estate law.

“Our clients look to us as trusted advisors,” says Josh Oberman, Partner at Goetz Fitzpatrick. “Our primary goal is to make their business and personal lives easier by providing multi-faceted services in the firm. Alison is a highly regarded practitioner in the trusts and estate planning and litigation fields. Our Of Counsel relationship enhances the services we provide to multiple generations of clients. We are pleased to begin a long relationship with her.”

“My relationship with Goetz Fitzpatrick broadens the range of estate planning advice I can offer my clients to include in-depth knowledge of real estate and corporate assets,” says Arden Besunder. “The more diverse a person’s assets, the more complex the planning process, and having support from the Goetz Fitzpatrick team adds significant value to my clients while my expertise in estate litigation and guardianship expands their offerings.” 

Arden Besunder will continue to service clients from both her Arden Besunder PC office in Midtown East and Goetz Fitzpatrick’s One Penn Plaza location.

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by