The firm has a primary focus on international families with connections to the United States, owning investment assets or business interests and with family members living in or moving to 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. Brittany Yodis is an associate attorney.
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 United States for high net worth families. Stonehage Fleming US LLC is part of the Stonehage Fleming Group.
David joined the firm 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.
Brittany Yodis joined the firm in 2019 as an associate attorney after experience as a Judicial Law Clerk and an associate attorney in a regional firm’s estate and tax planning group.
Every member of our team has career experience in addressing the technical and practical issues faced by high net worth families as they develop strategies to protect and manage their wealth, and prepare for the transition of that wealth the next generation. This experience is enhanced by being affiliated with Stonehage Fleming. Stonehage Fleming is one of the world’s leading independently owned multi-family offices operating from locations around the world and serving families in Europe, the Middle East, Africa, Latin America, the United States and Canada.
Stonehage Fleming provides a range of services customized to each family’s needs, including succession planning and other wealth transfer advice, family governance, global fiduciary services, investment management in public and private markets, expert reporting, and day-to-day administrative and family office support. Today, Stonehage Fleming works with over 250 wealthy families and is responsible for over $55 billion in assets under 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.