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North America

North America, combining Canada, the USA, Mexico and the Caribbean and central American nations, is one of the world's dominant economic blocs. Total wealth in North America was US$22.2 trillion in 2021, with nearly 7 million high net worth individuals amongst a total population of 596 million citizens. This concentration of wealthy individuals is based on a very diverse range of sectors and the region remains an international stronghold for the future of wealth creation.

We are proud to work with many of the leading families and corporations in North America, servicing them on their business, personal and philanthropic needs from our seven office locations in the US and other international locations as needed.

Track record

Acted for a client in connection with the baseball industry

Advised in connection with purchase of minority interests in major league baseball (MLB) franchises.
 

Acted for a client in negotiations with U.S. television network

Assisted with negotiating a long-term news anchor role with a major U.S. television network.
 

Acted for a global marketing agency

Advised global marketing agency on expansion into U.S., U.K., and Asia.
 

Acted for a golf tournament series

Advised Presidents Cup style golf event series on all legal matters, including debt and equity financings, tax, sponsorships, broadcast, and production agreements.
 

Acted for a sports tournament owner

Advised tournament owner and operator in connection with acquiring right to host and operate an LPGA event in North America, and subsequent advice in connection with sponsors, vendors, venues.
 

Acted for a successful family office

Advised on $100 million investment by a family office into a consortium that purchased the National Basketball Association's Charlotte Hornets.
 

Acted for a founder and influencer

Advised make-up artist / influencer / founder in securing ‘founder’s rights’ in connection with Series A financing of cosmetics company.
 

Acted for a U.S. music artist

Advised on structure of a catalog sale to achieve a tax advantaged result for US music artist.
 

Our team

John Serio

John Serio

Partner | Boston

John Serio

Partner | Boston

IP, commercial and technology

Alan M. Witlen

Alan M. Witlen

Partner | Los Angeles

Alan M. Witlen

Partner | Los Angeles

International corporate tax

Christopher Cowles, Ph.D.

Christopher Cowles, Ph.D.

Partner | Boston

Christopher Cowles, Ph.D.

Partner | Boston

IP, commercial and technology

Richard B. Emmons, Ph.D.

Richard B. Emmons, Ph.D.

Partner | Boston

Richard B. Emmons, Ph.D.

Partner | Boston

IP, commercial and technology

Naomita Yadav

Naomita Yadav

Partner | San Francisco

Naomita Yadav

Partner | San Francisco

Trust, estates and charitable planning

Doron S. Goldstein

Doron S. Goldstein

Partner | US Head of Data Innovation, Privacy and Cybersecurity | New York

Doron S. Goldstein

Partner | US Head of Data Innovation, Privacy and Cybersecurity | New York

Corporate

Samantha Klein

Samantha Klein

Partner | Los Angeles

Samantha Klein

Partner | Los Angeles

Divorce and family

Andrew Gay

Andrew Gay

Partner | Boston

Andrew Gay

Partner | Boston

Corporate

Insight

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