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Investment Law

Wittenberg Law PC, a boutique law office in Santa Monica, California, announces the launch of new legal services designed to counsel clients in connection with their private investment and wealth management needs. Investors such as individuals and families of substantial wealth, family offices, hedge funds and investment advisers now have the opportunity to take advantage of the talent and experience of Jeffery Wittenberg, Esquire, the founder of Wittenberg Law, whose leadership and professional background is a blend of Wall Street and legal expertise.

“Investment and wealth management is becoming an increasingly difficult task considering the current tough economic environment and vast number of unscrupulous people circulating throughout the investment community,” stated Jeffrey Wittenberg.

“In addition, private investments and wealth management today are much more complex than the traditional purchases and sales of stock of public companies. Private investments now encompass investment fund including venture capital, private equity and hedge funds. In addition, investment advisers invest in complex financial products such as credit default obligations, mortgage-backed securities and derivatives. Accordingly, cautious investors are strongly encouraged to hire experienced and competent counsel to guide them through the cutthroat world of private investments. As for wealth management, I associate with the top trust and estate lawyers in the country to ensure that my clients’ desires for generational succession are effectuated with the most appropriate estate planning structures.”

Wittenberg Law’s competitive advantage in counseling investors regarding private investment and wealth management is unparalleled. At Wittenberg Law, the focus is on building long-term, solid relationships with its clients. Wittenberg Law focuses on delivering cost-effective legal counsel, which is free from conflicts of interest. As a result, Wittenberg Law provides efficient, independent advice combined with stricter confidentiality to protect its clients’ privacy. Furthermore, Jeffrey Wittenberg’s impressive list of industry contacts will be made available to his clients, thereby providing them with access to sophisticated investment products and services.

Jeffrey Wittenberg has been involved with the investment community for the last sixteen years, beginning his career as a registered representative at various broker-dealers and, since 2002, as a Berkeley-educated lawyer working at two of the most prominent law firms in the United States and abroad.

Jeffrey Wittenberg has represented investment banks, finance companies, investment advisers, hedge funds, Fortune 500 companies, mid-size businesses and individuals in many areas of law related to business and investments including: public and private securities offerings, mergers and acquisitions, corporate governance, investment management, structured finance, public finance, bank loans, financial derivatives, repurchase agreements, investment due diligence, corporate due diligence, partnership and corporate dissolution, and real estate transactions and disputes.

For more information about Wittenberg Law’s private investment and wealth management legal services and its managing attorney, you may visit its website,, or call the firm at 877-352-2010 and speak directly with Jeffrey Wittenberg, Esquire.

This press release is intended for general information purposes and attorney advertising only and does not and is not intended to constitute legal advice.


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