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Renee Gabbard

Partner

Specialism: Lawyers Charities, Estate Planning, Art Advisory

Company: Bryan Cave Leighton Paisner

Location: Irvine, USA

Citywealth rating

3.9375
Average: 3.9 (4 votes)
Fee Level:
3.75
Average: 3.8 (4 votes)
Quality of Advice
4
Average: 4 (4 votes)
Communications Skills
4
Average: 4 (4 votes)
Interpersonal Skills
4
Average: 4 (4 votes)
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Peer review:

Citywealth Recommended

01 Nov 2020

Peer review:

Renee Gabbard is a highly experienced and respected tax law professional who serves ultra-high net worth individuals and families. Her practice is centred around complex multi-generational planning and administration. Given Renee’s extensive experience she is able to focus on high value solutions that offer immediate results. Her reputation and client advocacy place Renee in an elite group of practitioners both in the West and nationally.

15 Feb 2018

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2017 

Renee Gabbard currently has no Citywealth award

Average client size: Over £25 million

Fixed fee offering: No

Bryan Cave Leighton Paisner

Number of offices globally: More than 5

Renee Gabbard currently has no contact details

Renee Gabbard is currently in no lists

Peer review:

Citywealth Recommended

01 Nov 2020

Peer review:

Renee Gabbard is a highly experienced and respected tax law professional who serves ultra-high net worth individuals and families. Her practice is centred around complex multi-generational planning and administration. Given Renee’s extensive experience she is able to focus on high value solutions that offer immediate results. Her reputation and client advocacy place Renee in an elite group of practitioners both in the West and nationally.

15 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 afrenchfurnell@citywealthmag.com

Renee Gabbard currently has no reviews

Asisted a large 3 Billion cross border family office regarding the formation of S Corporations and LLC to hold large real estate investments, utilizing domestic and foreign revocable and irrevocable trusts to pass the wealth down to U.S. and non-U.S. beneficiaries and concurrently implementing a corporate governance structure for the succession of the real estate holdings as a subset of a larger family office investment strategy.

This past year for an existing self-directed family office client run by the patriarch and matriarch in excess of $700,000,000, Renee assisted them with updates to their revocable planning for the parents and all three children family lines using sophisticated split interest trusts to minimise estate taxes on death, updated their governance and succession planning for their privately held foundation, oversaw the successful completion of two grantor retained annuity trusts holding over $70,000,000 of assets which passed into trusts for children, prepared a premarital agreement for one of their children, and implemented a comprehensive business structure to manage, invest and insure art holdings in excess of $100,000,000 which will be run in perpetuity by their children and overseen by one child in particular.