David A. Stein
Partner | San Francisco New YorkNew Haven
Secretary Beth Parmelee
David is a partner in the private client and tax team.
He is involved in tax, trust and estate planning for wealthy US and international families, with particular emphasis on planning for closely held businesses and investment vehicles. David's work for clients involves a range of matters, from creating tax-efficient wealth transfer structures to addressing income tax issues arising from investments and operating businesses.
David has been featured as one of the 21 People to Know When Starting a Family Office by Business Insider and is a frequent speaker at professional and private family organization events on income tax issues, estate planning and charitable giving and has written on tax matters for various publications.
I am a huge fan of David Stein's. When I have a complicated matter and when I want to bounce ideas around with someone, David is someone I go to. He will spend time going through new developments with you, which not a lot of people do these days. He's just a great resource and always willing to spend time with clients. David's my go-to.
He is known for working with high net worth fund manager clients. He often comes up with good and creative ideas.
He understands complex structures and he is always up to the task in hand.
He is very much the classic smart trusted adviser with a great bedside manner. A very strong technical lawyer.
He is phenomenal, fantastic and a very smart lawyer.
He is our go-to estate lawyer. He is incredibly smart and very creative in terms of designing the best estate plan for our principal.
He's quite an intellect - very thoughtful and great to collaborate with.
He does great work, both domestically and cross-border.
I feel fortunate to have met David Stein as a person and professional. He is extremely earnest, honest, intelligent, generous and fair while always maintaining composure. He stands out as a leader in his field of business.
David is my attorney and a trusted advisor for many clients I work with. He helps clients identify objectives and draws from a vast knowledge of tax and T&E to address the need. I depend on David for all aspects of my financial and family plans.
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