Anna Salek

Anna Salek


Anna and her team focus on helping high-net-worth individuals preserve and transfer wealth in a manner that is both tax-efficient and aligned with their personal objectives.

She advises on all aspects of estate, gift and generation-skipping tax planning for both domestic and multinational clients. Anna has 25 years of experience structuring estate plans and establishing trusts; administering substantial estates and trusts, from probate proceedings to IRS audits; and guiding clients through the formation and administration of charitable entities.

Her clients include small and large single family offices, closely held business owners, business executives, trust beneficiaries, executors, trustees and private equity fund principals. Her advice is often sought by business owners who are selling, or taking public, their closely held business, and fund principals who are in the initial stages of forming a fund. She works closely with her clients’ family offices, accountants, insurance brokers and investment and other advisers to identify potential issues, simplify structures and find creative solutions to complex matters.

Anna is very involved with the firm’s Family Office initiative, which takes a multidisciplinary approach to providing single family offices across the globe with the unique legal advice that they require.

Published Work

  • Salek, Anna, (2020) “Business, wealthy brace for Biden tax hikes”, Washington, DC: The Hill
  • Salek, Anna, (2020) “Five Practical Strategies For Advising Clients Through COVID-19”, New Jersey: Financial Advisor
  • Salek, Anna, (2018) “Getting Vertical: Private equity, venture capital and hedge fund estate-planning pitfalls”, Trusts & Estates Magazine
  • Salek, Anna, (2017) “Another Reason to Fund Revocable Trusts: Maximize FDIC Coverage”, Trusts & Estates Magazine

Speaking Engagements

  • Guest Speaker, “Asset Allocation Perspectives - A Look Forward with Biltmore Family Office”, Shearman & Sterling Webinar, September 2020
  • Guest Speaker, “Trends in Philanthropy: Doing Good...and Doing it Better”, Alliance Bernstein, 2016
  • Guest Speaker, “Private Derivatives”, American Bar Association Section of Real Property, Trust and Estate Law Webinar, 2016
  • Guest Speaker, “Charitable Trends and Tax Strategies for High-Net-Worth Clients”, Fidelity Charitable, 2015

Leadership Positions And Professional Affiliations

  • Member, International Bar Association (IBA)
  • Member, Trusts and Estates Law Section of the New York State Bar Association
  • Member, The Rockefeller University Committee on Trust and Estate Gift Plans
  • Member, Society of Trusts and Estates Practitioners (STEP)
Anna Salek has a gift for making complex concepts sound simple.
Chambers High Net Worth Guide, 2023
Anna Salek is a subject matter expert with excellent client relations skills, garnering remarkable client loyalty and appreciation.
Chambers High Net Worth Guide, 2023


  • Ranked in Chambers & Partners, High Net Worth Guide, 2023



State of Connecticut, USA, 2017

State of New York, USA, 2000


Bachelor of Arts, English, Villanova University, 1993

J.D., Brooklyn Law School, 1999

A&O Shearman was formed on May 1, 2024 by the combination of Shearman & Sterling LLP and Allen & Overy LLP and their respective affiliates (the legacy firms). Any matters referred to above may include matters undertaken by one or more of the legacy firms rather than A&O Shearman.