Attorneys: Elizabeth Schurig, Amy Jetel, Carolyn Beckett
Practice Manager: Jennifer Anthony
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SJBT approaches the representation of wealthy individuals from a “big picture” perspective, and we believe that means 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 types, a single-stock position situation, or a recently liquidated portfolio consisting of mostly cash, SJBT 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 complex asset acquisitions and structural planning for non-US investments. SJBT lawyers have long-standing, senior executive-level relationships with a large and diverse group of US and non-US 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 leverage them in order to obtain preferential fee and capacity arrangements for SJBT’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 Elizabeth Schurig’s tenure as a faculty member of the Investment Management Consultant’s Association (IMCA) Chartered Private Wealth Advisor program, sponsored by a partnership of the University of Chicago Graduate School of Business, and speaking engagements in investment-oriented educational forums.