Your Best Financial Lawyer
More than 37 years serving high net worth families and their businesses.
Tax, Legal, and Financial Advice
Robin S. Gnatowsky is a licensed attorney at law in numerous states, a Certified Public Accountant (CPA) (Virginia), a Chartered Financial Consultant® (ChFC®), an Accredited Estate Planner® (AEP®), and an Accredited Wealth Management Advisor℠ (AWMA®).
He has a Juris Doctorate from the Washington and Lee University School of Law, in Lexington, Virginia, a Master of Science in Personal Financial Planning (MSPFP) from the College for Financial Planning, in Denver, Colorado, and a Master of Science in Financial Services (MSFS) from the Richard D. Irwin Graduate School of Management, in Philadelphia, Pennsylvania.
Estate Planning Services, Including Financial Advice
The ChFC® is awarded by the American College of Financial Services. The AEP® is awarded by the National Association of Estate Planners & Councils. The AWMA® is awarded by the College for Financial Planning. The CPA is a state professional license issued by the Virginia Board of Accountancy.
Weintraub Law Group concentrates in three areas where the cost of the wrong attorney is highest: capital formation, business transactions, and securities litigation support.
Fee-Only Advice
Many of our clients have long-standing relationships with other financial advisers, insurance professionals, and accountants. We work alongside them. We believe a team approach is frequently necessary and that diverse insights can be important. We can design the team, chair the meeting to help coordinate things, or just serve as another member of your group of advisers. Our role is often flexible based on client needs and objectives.
Robin S. Gnatowsky is a licensed attorney at law in Virginia, Maryland, the District of Columbia, and Florida.
Every Client is Different.
Family Circumstances and Client Objectives can be Typical or Very Unique. Much Depends on Your Situation, Needs, and Most Important, Your Instructions to Us. The Roles of Other Professionals Involved can Influence How Much or How Little We Do at any Given Time.
Understanding Your Situation
We Try to Understand Your Full Family or Business Financial Picture, at Least to the Extent You Want Us to Know This. We can Work in a Full Planning Mode, or on a Modular basis, or on Discrete Projects. We can Manage an Entire Project or Work in any other Role Mutually Agreed Upon.
Designing the Plan
We Often Design Plans Across Legal, Tax, and Financial Dimensions. For Example, We can Consider Estate and Income Tax Exposure, Look at Trust Structures and Business or Legal Entity Design, and Consider Family or Business Succession Planning and Asset Protection.
Implementation and Administration
Our Role is often Flexible Based on Client Needs and Objectives. We can Help You with Implementing a Plan, and with Ongoing Administration, all as Mutually Agreed with you.
Credentials and Professional Background
Robin S. Gnatowsky is a licensed attorney at law in numerous states, a Certified Public Accountant (CPA) (Virginia), a Chartered Financial Consultant® (ChFC®), an Accredited Estate Planner® (AEP®), and an Accredited Wealth Management Advisor℠ (AWMA®). He has a Juris Doctorate from the Washington and Lee University School of Law, in Lexington, Virginia, a Master of Science in Personal Financial Planning (MSPFP) from the College for Financial Planning, in Denver, Colorado, and a Master of Science in Financial Services (MSFS) from the Richard D. Irwin Graduate School of Management, in Philadelphia, Pennsylvania.
The Accredited Wealth Management Advisor℠ (AWMA®) is a certification program designed for experienced advisers who address the unique needs of high-net-worth clients. The program’s one-of-a-kind curriculum includes behavioral finance, working with business owners, and succession/exit planning.
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Testimonials
Frequently Asked Questions
What background do you bring to estate planning?
Robin S. Gnatowsky is a licensed attorney at law, a Certified Public Accountant (CPA) (Virginia), a ChFC®, an AEP®, and an AWMA®, with graduate degrees in Personal Financial Planning and in Management and Financial Services.
What does "fee-only" mean here?
Our advice is provided directly to clients for a fee, without regard to what products or commissions, if any, might be involved. We are a fiduciary who place the interests of clients first.
Will you work with my existing advisers?
Yes. We regularly work alongside our clients' financial advisers, insurance professionals, and accountants.
What kinds of clients do you work with?
Primarily high net worth individuals, families, and owners of small and family-owned businesses.
Do you handle trust administration, or only planning?
Both. We can advise trustees and beneficiaries through administration when engaged to do so.
