Adam von Poblitz advises ultra-high-net-worth individuals, families, family offices, and charitable organizations in the United States and abroad on all aspects of domestic and cross-border estate planning. Adam helps clients design plans that secure their families’ futures in keeping with their vision and values. 

Adam focuses his practice on estate, gift, and generation-skipping transfer tax planning; income tax planning; cross-border and international estate planning for U.S.-connected clients; trust and estate administration; business succession planning; premarital planning; and philanthropic and charitable planning. Drawing on his formal training in fine and decorative arts, he also counsels collectors, fiduciaries, and institutions on the unique planning, succession, and tax considerations surrounding significant art collections. He spent nearly two decades at one of the world’s largest global private banks, where he most recently served as global head of wealth advisory for its family office group, advising many of the world’s most sophisticated families on the structures that govern their wealth across generations and jurisdictions.

During his tenure in private banking, Adam held a series of senior leadership roles — including global head of cross-border wealth planning and head of trust for North America — where he led the North American team responsible for designing sophisticated wealth plans for U.S. and international clients, oversaw wealth planning strategy for the bank’s North American and global private banking businesses, and served on the bank’s North America leadership team and global trust leadership team. Before moving in-house, he practiced trusts and estates law at prominent New York law firms, where his work encompassed sophisticated estate planning, estate administration, estate litigation, and art law.

A recognized authority on estate planning, Adam is a frequent speaker on wealth planning topics in the United States and internationally, and his insights have been featured in The New York Times, The Wall Street Journal, Chicago Tribune, Barron's, and Bloomberg.