Yosef Lax

Yosef Lax

Managing Director

Yosef Lax is a Managing Director in the Private Client Services practice at Andersen with more than 15 years of experience providing bespoke tax services to high net-worth individuals and families including income tax planning and tax compliance for family partnerships, trusts, and private foundations.

Yosef’s practice emphasizes comprehensive tax planning for families, tailoring solutions to help them achieve their wealth transfer and estate planning goals.

His primary practice areas include:

  • Income taxes planning 
  • Estate, gift and generation-skipping tax planning including implementation of various wealth maximization plans
  • Philanthropic planning
  • International and cross-border tax
  • Retirement planning
  • Pre- and post-IPO, M&A exits and other transaction planning
  • Qualified Small Business Stock

Yosef works closely with a variety of clients, including private equity and hedge fund principals, c-suite executives, single-family and multi-family offices, business owners, entrepreneurs, fiduciaries, and multi-generational families. In addition, he has experience working with partner group platforms for alternative fund investment principals.

Prior to joining Andersen, Yosef started his career at Deloitte as a tax consultant and then worked at a wealth management firm where he advised clients on financial and tax matters.