David Stein

David is a Senior Partner and outgoing ‎Head of the US Private Client Division of Wealth Planning and Tax Group. His practice focuses on domestic and cross-border estate planning and income tax advice. David's core clientele are single-family offices, fund managers and young entrepreneurs—with particular emphasis on planning for closely held businesses and investment vehicles. He provides a range of complex legal advice, from the creation of tax-efficient wealth transfer structures to addressing income tax issues arising from investments and operating businesses.