Sheppard is pleased to announce that Brian Sieben has joined the firm as a partner in the Tax practice group and leader of the Private Client Services practice in New York. Sieben joins from Davis Polk where he spent the last decade.
“Our renowned Private Client Services practice serves the diverse needs of ultra-high-net-worth individuals, families and their related family offices and businesses around the world. As clients navigate an increasingly dynamic tax and legal landscape, we are strategically growing our preeminent practice with top-of-market lawyers such as Brian,” said Luca Salvi, chair of Sheppard. “His depth of experience and technical expertise will greatly benefit our clients.”
Sieben, who will lead the Private Client Services practice in New York, advises ultra-high-net-worth individuals, multigenerational families, family offices, fiduciaries and financial institutions on complex estate and tax planning and wealth transfer strategies. He structures and implements sophisticated gifting arrangements designed to transfer and preserve wealth across generations in a tax efficient manner, and counsels clients on investment structuring and succession planning for closely held businesses and philanthropic planning.
He also works closely with advisors and principals on the formation and ongoing operations of family offices and in connection with investment strategies including direct and other investments. He advises on the legal and tax considerations associated with estate and trust administration and advises corporate and individual fiduciaries in the administration of substantial estates and trusts and represents clients in IRS audits. In addition, he advises financial institutions with respect to their fiduciary obligations and related implications of fiduciary offices in connection with mergers and acquisitions, including state and federal bank mergers, as well as in the sale of business units and corporate restructurings.
Amy McEvoy, co-leader of Sheppard’s Private Client Services practice, said, “Brian’s ability to advise highly discerning clients and guide them toward their long-term objectives truly sets him apart. He combines sophisticated technical knowledge with practical judgment and a deeply client-focused approach that helps families and fiduciaries navigate complex planning with confidence. Brian will be an exceptional addition to our practice and a tremendous resource for our clients.”
“Sheppard’s reputation for being trusted advisors to ultra-high-net-worth individuals and family offices, the businesses they own and wealth they direct nationally and globally is exceptional and a major attraction,” said Sieben. “My clients will benefit from the breadth and depth of the firm’s global platform, and I am excited to help build upon that on the East Coast. I look forward to working alongside this outstanding team and helping clients address complex, evolving tax and wealth planning challenges and expanding our family office services platform.”
About Sheppard’s Private Client Services Practice
Sheppard’s global Private Client practice represents high-net-worth and ultra-high-net-worth individuals, multigenerational families, family offices and trustees. For nearly a century, we have helped clients structure, preserve and transition significant wealth, often across three or more generations.
Sheppard provides estate planning, trust administration and wealth transfer counsel to families, businesses and fiduciaries worldwide. Our team helps clients protect assets, minimize taxes and achieve succession goals for both personal and business interests. Our lawyers develop and implement bespoke estate plans using wills, revocable and irrevocable trusts, family limited partnerships and LLCs, grantor trust structures, charitable vehicles, insurance trusts, private foundations, property agreements, durable powers of attorney and lifetime gifting programs. We deliver sophisticated, tax-efficient solutions, focusing on strategies that maximize wealth transfer and minimize income, gift and estate tax exposure.
About Sheppard’s Tax, Employee Benefits and Trusts and Estates Practice
Sheppard's tax lawyers provide sophisticated advice in all areas of corporate, partnership, real estate, renewable energy, tax credit transactions and international taxation; employee benefits; executive compensation; private equity and hedge fund formation and operation; debt and equity financing and derivative and hybrid securities; tax-exempt organizations; and estate planning and wealth transfer. In conjunction with the firm's litigation lawyers, we have also handled tax-related matters in state and federal courts and before the United States Tax Court. Our lawyers consistently foster and maintain contacts with government officials and are active in the Tax Sections of the American Bar Association, California Bar Association and County Bar Associations.