Schulman Lobel strengthens private wealth expertise with new firm acquisition

Schulman Lobel has acquired the Westchester, New York practice of Marty Lager, adding his high-net-worth clientele, many with substantial real estate holdings, to the firm's practice. Several of these clients own property across multiple states, a level of complexity that has become increasingly common among the firm's high-net-worth families.

The acquisition deepens Schulman Lobel's real estate and private wealth bench and gives Marty's clients access to the firm's full range of tax, advisory, and planning services.