Roy P. Kozupsky

Roy P. Kozupsky is a Partner in Rimon’s New York City and Boston offices. Since being admitted to practice in 1985, Mr. Kozupsky has worked exclusively in the field of private client services and trusts & estates. His expertise encompasses legacy planning/private wealth planning for large American families, their family enterprises and their philanthropic organizations, including:

• Intergenerational wealth transfer planning for families, family philanthropic organizations and initiatives and business owners
• Organizational and governance planning for families and family offices
• Extensive philanthropic planning with family private foundations
• Estate, trust and fiduciary litigation and conflict resolution work

In Roy’s own words: “Over the past decade my practice has gravitated to more multi-disciplinary work and closely focused upon the field of family legacy planning for family enterprises – i.e., those families whose wealth is closely tied to and aligned with their family businesses and philanthropic initiatives.  These are legacy families who seek to perpetuate their business enterprise(s), their philanthropic initiatives and missions and most importantly their family values into future generations. This area of my practice includes extensive collaboration with non-lawyer professionals who specialize in family business and charitable planning, and is tailored to comprehensive long-range plans. I am reminded that these families are reaching out to me, not only for my broad multi-disciplinary experience in working with significant families, but also because of my understanding that their most important and cherished asset is their family.”

In addition to providing the foregoing services, Roy also works closely with the firm’s litigation group members in California and Florida in handling fiduciary and trust litigation, as well as other litigation matters impacting his clients.

How did Roy become a trusted family advisor

PUBLICATIONS

• Quoted. Forbes: How A Modern Family Can Cut Out Conflict And Create A Legacy. October 12, 2017
• Quoted. Wealth Management Magazine: Creating a “Safe Zone” With Family Philanthropy. May 31, 2016
• Co-Author. Wealth Management Magazine: Inside-Out Succession. Rethinking estate planning for family businesses. August 27, 2015

EDUCATIONAL VIDEOS

• What is a legacy family
• Understanding the value of purpose and mission in legacy planning
• The added value of multidisciplinary teams
• Why legacy families permit me to help

MEMBERSHIPS/AFFILIATIONS

• Family Firm Institute
• New York State Bar Association/Trusts & Estates Law Section
• Instructor at Pepperdine University Graziadio School of Business and Management