Zachary Furnald, Lowenstein Sandler LLP

Years a member of STAC: 10

I am a member of STAC to continue learning about the challenges and opportunities facing independent RIAs. My membership has allowed me to meet leaders at RIAs and RIA service providers who have shared creative solutions that have benefited my clients.

Our Services:

I provide RIAs legal advice on regulatory compliance (i.e., registration, regulatory reporting, development of compliance programs, SEC examination support), structuring and formation of private funds, and other corporate and transactional matters.

Why Us:

I am able to offer practical compliance advice to RIAs, while leveraging the broad expertise of my colleagues in areas such as mergers and acquisitions, tax, ERISA, and employment law.

Connect with Zach:

E-mail me at zfurnald@lowenstein.com.