The firm has a primary focus on international families having a connection, assets or family members within the United States.
In addition, the firm represents fiduciaries and beneficiaries in the administration of trusts, estates and other United States entities. The firm also provides tax and wealth transfer planning services for high net worth individuals within and outside the United States.
Our principal attorneys are Peter Rosenberg and David Elwell.
Peter was a Partner in the Philadelphia law firms Cozen O’Connor and Duane Morris LLP, where he spent most of his legal career focusing on United States tax and estate planning and trust administration issues facing international families.
Peter is also a Partner and David a Director of Stonehage Fleming US LLC, which provides an essential risk management, operational and administrative platform in the US for high net worth families. Stonehage Fleming US LLC is part of the Stonehage Fleming Group.
David joined the Group in 2016 after practicing law at Morgan Lewis LLP and Duane Morris LLP where he focused on United States and international estate and trust tax planning, administration and compliance.
Stonehage Fleming is one of the world’s leading independently owned family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.
Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to well over 250 families of wealth.
Every member of our team has career experience in addressing the technical and practical issues faced by high net worth families in their tax and estate planning and trust administration.
Peter Rosenberg & Partners LLC (also trading under Stonehage Fleming Law US) operates from our Philadelphia office and works in alliance with Stonehage Fleming Law Limited in London. We also work closely with other professional advisers throughout the Stonehage Fleming Group and their network of international advisers.