Anna Salek is the Private Client Team Leader.

The general focus of Anna’s practice is assisting clients with preserving and transferring wealth, in a manner that is both tax efficient and consistent with personal objectives. Her experience extends to all aspects of estate, gift and income tax planning for both domestic and multinational clients.

Anna has extensive experience preparing estate plans; administering substantial estates and trusts, from probate proceedings to IRS audits; and advising clients on the tax and other aspects of charitable giving, such as the disposition of appreciated property and the formation and administration of public charities and private foundations.

Anna’s clients include family offices, closely held business owners, business executives, trust beneficiaries, executors, trustees and private equity fund principals.  Her advice is often sought by fund principals who are in the initial stages of forming a fund and business owners who are selling, or taking public, their closely held business.

She works closely with her clients’ family offices, accountants, insurance brokers and their investment and other advisers to identify potential issues, simplify structures and find creative solutions to complex issues.

Anna is very involved with the firm’s Family Office Initiative, which takes a multidisciplinary approach to providing single and multi-family offices across the globe with the unique legal advice that they require.

Awards & Accolades

• Anna is recognized by Chambers USA – High Net Worth (2021) as a leading New York attorney in private wealth law. Clients say, “She thinks outside the box and has great technical skills. ” “She has an encyclopedic knowledge in the trust and estate area.”

Professional Affiliations

• Former Member, New York City Bar Committee on Estate & Gift Taxation
• International Bar Association (IBA)
• Trusts and Estates Law Section of the New York State Bar Association
• The Rockefeller University Committee on Trust and Estate Gift Plans
• Society of Trusts and Estates Practitioners (STEP)

Speaking Engagements

• “Asset Allocation Perspectives - A Look Forward with Biltmore Family Office”, Shearman & Sterling Webinar, 2020
• “Trends in Philanthropy:  Doing Good...and Doing it Better,” Alliance Bernstein, 2016
• “Private Derivatives,” American Bar Association Section of Real Property, Trust and Estate Law Webinar, 2016
• “Charitable Trends and Tax Strategies for High-Net-Worth Clients,” Fidelity Charitable, 2015

Publications & Media Coverage

• “Business, wealthy brace for Biden tax hikes,” The Hill, October 2020
• “Five Practical Strategies For Advising Clients Through COVID-19,” Financial Advisor, April 2020
• “Getting Vertical:  Private equity, venture capital and hedge fund estate-planning pitfalls,” Trusts & Estates Magazine, September 2018
• “Another Reason to Fund Revocable Trusts:  Maximize FDIC Coverage,” Trusts & Estates Magazine, June 2017
• “Carry Derivatives:  Using Your Carried Interest in Your Estate Plan,” Venture Capital Review, 2015