Jonathan Byer

Location: New York, North America, USA,
Expertise: Tax, Estate Planning,

Shortlisted

Magic Circle Awards - 2026

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IFC Awards - 2026

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Future Leaders Awards - 2025

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Brand & Marketing Awards - 2026

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Powerwomen Inernational Awards - 2025

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Powerwomen USA Awards - 2025

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Latest Review

Peer review:
Citywealth recommended
Dora Seres - Citywealth
27 Jul 2022

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Reviews

Peer review:
Citywealth recommended
Dora Seres - Citywealth
27 Jul 2022

Case Studies

Representation of fiduciaries and the administration of estates and trusts

Jonathan Byer concentrates his practice in estate and tax planning for individuals and families, the representation of fiduciaries and the administration of estates and trusts. He frequently designs plans for high-net-worth individuals to help them both achieve personal goals and leverage their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. He also works with young individuals and families to address their current estate planning needs and to plan for future inherited or earned wealth.

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