Search the leading directory for the private wealth industry

Manage your profile

Let 38,000 visitors find you. With 172,000 page views, Citywealth enables UHNW clients and charities to review your services quickly.

Upgrade profile options

David Goepel

Partner, Head of Charities

Specialism: Lawyers Charities, Property, Estate Planning

Company: Edwin Coe

Location: London, England

Citywealth rating

3.583335
Average: 3.6 (3 votes)
Fee Level:
3.333335
Average: 3.3 (3 votes)
Quality of Advice
3.666665
Average: 3.7 (3 votes)
Communications Skills
3.666665
Average: 3.7 (3 votes)
Interpersonal Skills
3.666665
Average: 3.7 (3 votes)
X

Please make sure you fill in all the fields marked with an asterisk *

Peer review:

David combines a brain the size of a planet, with a sure and gentle touch. He has steered a large and complex international estate through the reefs and shoals of tax issues, trust & trustee issues, investment issues and many more, resolving here and defusing there. A renaissance man in the trust & estate world. I have worked with him throughout this challenging matter, growing in my admiration throughout. His clients are very fortunate indeed to have retained his services.

04 May 2018

Peer review:

I have worked very closely with David for six years on a particularly challenging estate in administration of which I am an executor. This case has involved not only handling and advising on complex international legal and tax questions but has also meant dealing with the human aspects of administering an estate with a large number of beneficiaries and interests. Throughout this time, David has demonstrated his competence, expertise and versatility in dealing with these issues in a timely fashion. David is an easy and agreeable communicator and generally an excellent legal support to have at one’s side.

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

next >
< back

David Goepel currently has no profile.

To add a profile please upgrade now

2017 

David Goepel currently has no Citywealth award

Average client size: £5 million - £25 million

Fixed fee offering: Yes

Edwin Coe

Number of offices globally: 1-5

Edwin Coe, 2 Stone Buildings, Lincoln's Inn, London, WC2A 3TH

T: +44 (0)20 7691 4185

F: +44 (0)20 7691 4170

http://www.edwincoe.com

Peer review:

David combines a brain the size of a planet, with a sure and gentle touch. He has steered a large and complex international estate through the reefs and shoals of tax issues, trust & trustee issues, investment issues and many more, resolving here and defusing there. A renaissance man in the trust & estate world. I have worked with him throughout this challenging matter, growing in my admiration throughout. His clients are very fortunate indeed to have retained his services.

04 May 2018

Peer review:

I have worked very closely with David for six years on a particularly challenging estate in administration of which I am an executor. This case has involved not only handling and advising on complex international legal and tax questions but has also meant dealing with the human aspects of administering an estate with a large number of beneficiaries and interests. Throughout this time, David has demonstrated his competence, expertise and versatility in dealing with these issues in a timely fashion. David is an easy and agreeable communicator and generally an excellent legal support to have at one’s side.

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

David Goepel currently has no reviews

Administration of an estate worth in excess of £140M

David has been providing the lead coordinating role in the administration of an estate worth in excess of £140m, together with associated family trusts worth over £60m. This is a complex estate which has involved the coordination of significant cross-border tax advice. Some beneficiaries are US taxpayers and this has necessitated coordinating the US advice with the wider UK tax and trust issues. Recent work has focused on a possible Initial Public Offering of one of the companies in which the estate and associated family trusts have a major holding. In addition, there has been extensive cross-border planning in coordinating bespoke sub-trusts for the US beneficiaries of the estate.