Ivan A. Sacks
Regional Senior Partner U.S.
- Education: Columbia College, B.A. • Columbia Law School, Harlan Fiske Stone Scholar, J.D.
- Admitted: State of NY, 1993 • Registered Foreign Lawyer in the UK, 2003
- Languages spoken: Spanish • Japanese • French
- Year joined: 2003
- Year became partner: 2003
Overview
Ivan provides trust, estate and tax planning advice to wealthy U.S. and international families, with a particular emphasis on cross-border wealth management. He counsels families on structuring and management of their closely held enterprises, investments and family offices, the administration of large estates and trusts, and represents banks and trust companies on fiduciary matters.
Ivan also advises individuals with respect to the acquisition and structuring of their personal assets, including jets, yachts and art. Ivan leads the New York office in his role as Office Managing Director. He is also Head of the firm's Latin America Practice Group. He is admitted to the Bar of the State of New York and the Federal District Court for the Southern District of New York.
'.an extremely sophisticated attorney..' '..his capabilities and insights as an advisor to be outstanding...strongly recommend him to others with complex international wealth management considerations.'
Citywealth 2012
Publications and speaking engagements
- Co-author of "Voluntary Disclosure, Going Forward," Withers Bergman LLP Briefing Notes, January 2011.
- Speaker, "Better to Give: Recent Law Changes Create Important Estate Planning Opportunities for US (and Multi-national) Persons, Investment Forum, New York, April 2011.
- Co-Author of "Foreign Account Tax Compliance Act Provisions of the HIREAct," Withers LLP Stop Press, September 2010.
- Speaker, "How to Set Up a Family Office" at Withers Bergman LLP seminar Thinking of a Family Office? Greenwich, February 2007
- Speaker, "Tax & Estate Planning Considerations for Latin American Families," Latin American Family Office Conference (MGI), Miami, Florida, November 2006
- Speaker, "Choice of Structures," Association of International Banks and Trust Companies of the Bahamas, Annual Conference, Nassau, Bahamas, February 2006
- Speaker, "The Impact of Pasquantino," Amicorp Seminar on Planning, New York, February 2006
- Panelist, "Americans Abroad Successfully Moving People, Money and Businesses out of the U.S.," Withers Bergman Annual International Trust and Tax Planning Conference, New York, June 2005
- Speaker and Panelist, seminar on "The Future of Global Luxury Real Estate," Aston Pearl, et. al., New York, May 2005
- Speaker, "Coming to America Planning for U.S. Residency or Domicile," Withers Bergman annual conference, New York, June 2004.
Memberships
- Association of the Bar of the City of New York
- New York State Bar Association
- Society of Trust and Estate Practitioners
- Chambers USA American Leading Lawyer 2009
- Citiwealth Leaders List 2011
- Citiwealth Top 100 International Lawyers 2008-2009
On a personal note
Ivan is an avid fisherman and sailor.