Dunn Robert N

Navigating the intricate world of law in New York City often requires the guidance of an attorney with a deep understanding of complex financial and corporate matters. Whether you are an individual with significant assets, a family seeking comprehensive wealth management solutions, or a business confronting challenging legal issues, having a seasoned professional by your side is invaluable. Robert N. Dunn stands out as such an attorney in the heart of New York, bringing a rich background in both law and finance to serve his clients' diverse needs. This article aims to shed light on his expertise and why he is a noteworthy choice for New Yorkers seeking sophisticated legal counsel.

Robert N. Dunn is a highly experienced legal professional whose career spans nearly four decades in corporate law and investment banking, before transitioning into wealth management. He has a distinguished educational background, holding a B.A. in Political Science from the University of Pennsylvania (magna cum laude), a J.D. from Boston University School of Law with a concentration in securities and corporate law, and an M.B.A. in Finance from The Wharton School at the University of Pennsylvania.

His legal career includes specializing in mergers and acquisitions at prestigious law firms such as Fried, Frank, Harris, Shriver & Jacobson, and Willkie, Farr & Gallagher, as well as with IBM Corporation. This unique blend of legal and financial acumen allows him to offer a holistic approach to clients' legal needs, particularly those involving complex financial instruments, corporate transactions, and wealth preservation strategies. While he is primarily associated with wealth management at UBS, his foundational legal expertise remains a critical component of his advisory role. It's important to note that while this specific address is provided, his publicly available information indicates a primary focus on wealth management, where his legal background informs his advice on trusts, estates, and complex financial structures for high-net-worth individuals.

Accessibility is paramount for any professional service in New York City. Robert N. Dunn's office is conveniently located in the bustling Financial District of Manhattan, a central hub easily reachable from all parts of the city and beyond. His stated address is:

120 Broadway #38, New York, NY 10271, USA

This iconic location, situated within a historic skyscraper, offers excellent connectivity via numerous subway lines, including the 2, 3, 4, 5, A, C, J, and Z trains, all within a short walk. This makes it highly convenient for clients commuting from various boroughs—Brooklyn, Queens, the Bronx, and Staten Island—as well as those from surrounding tri-state areas. Being in the heart of the Financial District also places Mr. Dunn in close proximity to major financial institutions, corporate headquarters, and various courts, which can be advantageous for clients with intertwined legal and financial matters. The ease of access underscores a commitment to serving a diverse clientele who value efficiency and convenience in their professional engagements.

Given Robert N. Dunn's extensive background in corporate law, investment banking, and his current role in wealth management, his services are geared towards individuals and entities with sophisticated financial and business needs. While his current public profile strongly emphasizes wealth management, his legal expertise underpins his ability to advise on a broad spectrum of related legal matters. The services he offers are likely to include, or are heavily informed by, the following areas:

• Wealth Management Solutions: Developing and implementing comprehensive, customized wealth management strategies for ultra-high-net-worth individuals, families, and charitable foundations. This includes investment management, portfolio construction, and alternative investments, all with a legal perspective on asset protection and growth.

• Trusts and Estates: Providing advice on trusts and estates, including structuring to minimize income, estate, gift, and generation-skipping taxes. His legal background allows him to ensure these structures are robust and legally sound.

• Corporate Law: Drawing on his significant experience in mergers and acquisitions, he likely advises on complex corporate transactions, corporate governance, and general business law matters, particularly for private and closely-held businesses.

• Investment Planning: Utilizing quantitative simulations to formulate strategic asset allocation recommendations and investment plans, informed by a deep understanding of securities law.

• Derivatives and Hedging Strategies: Applying his extensive experience with derivatives, including hedging of concentrated stock positions, to modify the risk-return characteristics of equity portfolios for clients.

• Philanthropy and Charitable Giving: Assisting clients with structuring charitable foundations and philanthropic endeavors, ensuring legal compliance and maximum impact.

• Lending Solutions: Advising on various lending options and strategies within the context of wealth management.

Robert N. Dunn's career highlights and professional features underscore his unique value proposition to clients in New York.

• Dual Expertise in Law and Finance: His background as a corporate attorney specializing in mergers and acquisitions combined with his M.B.A. in Finance and extensive experience in wealth management provides a distinct advantage. This dual expertise allows him to offer integrated advice that considers both legal ramifications and financial implications.

• Sophisticated Client Base: His focus on ultra-high-net-worth individuals and families, as well as charitable foundations, indicates a capacity to handle highly complex and significant financial and legal matters.

• Pioneer in Quantitative Simulations: His pioneering work in employing quantitative simulations for strategic asset allocation demonstrates an innovative and analytical approach to client wealth management and planning.

• Accolades and Recognition: Robert has been named multiple times to Barron's prestigious listings of top investment advisers, including its "Top 100 Financial Advisers" and "Top 1000 Financial Advisers." While these are financial accolades, they speak to his overall professionalism and client success, which often involves navigating complex legal frameworks.

• Collaborative Approach: He works collaboratively within UBS Private Wealth Management, leveraging the full resources of a global investment bank to deliver comprehensive solutions, which can be highly beneficial for clients needing integrated legal and financial strategies.

As with most high-level professional legal and financial advisory services, Robert N. Dunn does not typically offer public promotions or special offers. His value proposition is based on his extensive expertise, customized solutions, and the depth of resources he can bring to bear for his clients. Clients seeking his services are investing in unparalleled experience and strategic guidance for their complex wealth and legal needs. Prospective clients are encouraged to contact his office directly for a consultation to discuss their specific requirements and the fee structure for the comprehensive services provided. The long-term benefits of sound legal and financial planning often far outweigh any short-term promotional considerations.

For individuals and entities in New York seeking sophisticated legal and financial advisory services, Robert N. Dunn can be contacted through the following details:

Address: 120 Broadway #38, New York, NY 10271, USA

Phone: (212) 964-6611

Mobile Phone: +1 212-964-6611

Reaching out via phone is the most direct way to initiate a conversation and explore how his expertise can benefit your situation.

For New Yorkers, especially those with substantial assets, complex family wealth, or intricate business structures, Robert N. Dunn is an exceptionally suitable legal and financial advisor. His unique background, combining decades of experience as a corporate attorney specializing in mergers and acquisitions with a strong foundation in finance and wealth management, positions him perfectly to address the multi-faceted needs of the city’s affluent residents and businesses. His office’s prime location in the Financial District ensures easy accessibility for clients across the metropolitan area, aligning with the demanding schedules of New York professionals. What truly makes him suitable for locals is his ability to offer a comprehensive, customized approach to wealth management and legal planning, leveraging global resources and his pioneer insights into investment strategies. For those navigating the complexities of high-stakes financial and legal decisions in New York, Robert N. Dunn provides the sophisticated and integrated counsel needed to secure their financial future and legacy.