Meltzer, Lippe, Goldstein & Breitstone, LLP
Meltzer, Lippe, Goldstein & Breitstone, LLP is a privately held, full-service law firm with 80+ attorneys across 16 practice areas, serving high-net-worth individuals, businesses, and tax-exempt organizations from offices in Mineola, Manhattan, and Boca Raton.
- Company typePrivate
- Founded1970
- HeadquartersMineola, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Meltzer, Lippe, Goldstein & Breitstone, LLP does
Meltzer, Lippe, Goldstein & Breitstone, LLP is a privately held, full-service law firm operating as a New York Limited Liability Partnership for over 50 years. The firm is headquartered in Mineola, New York (Long Island), with additional offices in midtown Manhattan and Boca Raton, Florida, and employs more than 80 attorneys organized across 16 integrated practice areas including Private Wealth/Estates & Trusts, Corporate/Business, Litigation, Real Estate, Taxation, Labor & Employment, Elder Law, Bankruptcy/Workouts, Construction, Tax-Exempt Organizations, Crisis Management, and Trust & Estate Litigation. Its flagship Private Wealth, Estates & Trusts practice is nationally ranked Tier 1 by U.S. News and World Report and includes over 25 dedicated attorneys serving high-net-worth individuals, closely held businesses, multinational corporations, and tax-exempt organizations.
The firm generates revenue exclusively through professional legal fees across its practice areas, with no proprietary technology platform, software product, or developer API disclosed; operations rely on traditional professional-services delivery supported by attorney thought leadership (150+ articles in Trusts & Estates Magazine, Bloomberg Tax, NY Law Journal), the 'Briefly Speaking' podcast (launched April 2025), active bar association participation, and a structured Summer Associate Program. The go-to-market motion is sales-led and reputation-driven, with client acquisition primarily through professional referrals (accountants, financial planners, advisors), bar association referrals, and inbound from sustained thought-leadership output across LinkedIn, Facebook, and YouTube channels.
Customer segments are organized horizontally across HNW individuals and families, business owners and corporate entities, and non-profit/tax-exempt organizations, with engagements spanning estate planning and wealth transfer, M&A and corporate transactions, commercial litigation, real estate, tax planning, labor and employment, and nonprofit compliance. The firm is independently owned by its partner group with no venture capital, private equity, or institutional investor ownership; Managing Partner David J. Heymann leads the firm following the prior merger of his boutique firm, Post Heymann & Koffler LLP, into Meltzer Lippe.
Meltzer, Lippe, Goldstein & Breitstone, LLP firmographics
Firmographics- Name
- Meltzer, Lippe, Goldstein & Breitstone, LLP
- Legal name
- Meltzer, Lippe, Goldstein & Breitstone, LLP
- Website
- https://meltzerlippe.com
- Company type
- Private
- Founded year
- 1970
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Meltzer, Lippe, Goldstein & Breitstone, LLP is a privately held, full-service law firm with 80+ attorneys across 16 practice areas, serving high-net-worth individuals, businesses, and tax-exempt organizations from offices in Mineola, Manhattan, and Boca Raton.
- Ownership category
- akta.pro rank
Meltzer, Lippe, Goldstein & Breitstone, LLP industry classification
Industry- Product category
- Legal Services
- NAICS
- Legal Services (5411)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Trust & Estate Tax Planning & Compliance (FSAEAKAE)
- akta.pro secondary industries
- Trust & Estate Dispute Resolution & Fiduciary Litigation Support (FSAEAKAJ), Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG)
Keywords
Where Meltzer, Lippe, Goldstein & Breitstone, LLP is headquartered
LocationHeadquarters
- HQ city
- Mineola
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Meltzer, Lippe, Goldstein & Breitstone, LLP business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Legal Services Fees: Law firm generates revenue through professional legal fees charged to clients for services across multiple practice areas including corporate/business, litigation, trusts & estates, real estate, taxation, labor & employment, and more.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Meltzer, Lippe, Goldstein & Breitstone, LLP product offering
Product offeringCore offering
Meltzer, Lippe, Goldstein & Breitstone, LLP is a full-service law firm providing legal counsel across 16 integrated practice areas, including Corporate/Business, Litigation, Private Wealth/Estates & Trusts, Real Estate, Taxation, Labor & Employment, Bankruptcy, Elder Law, and Tax-Exempt Organizations. The firm serves businesses, high net worth individuals and families, and nonprofit organizations with sophisticated legal solutions spanning transactional, advisory, and litigation matters, with a flagship Tier 1 nationally ranked Trusts & Estates practice.
Product overview
Meltzer, Lippe, Goldstein & Breitstone, LLP is a full-service law firm offering legal services across 16 integrated practice areas. The firm's core offerings consist of practice-specific legal services spanning Bankruptcy/Workouts/Creditors Rights, Construction, Corporate/Business, Crisis Management/Investigations/Constitutional Law, Elder Law, Labor & Employment, Litigation, Private Wealth/Estates & Trusts, Real Estate, Tax-Exempt Organizations, Taxation, and Trust & Estate Litigation. Additionally, the firm provides professional development through its Summer Associate Program and thought leadership content via its 'Briefly Speaking' podcast series. The firm's flagship practice area is its Trusts & Estates group, nationally ranked Tier 1 by U.S. News and World Report, with over 25 Trusts and Estates attorneys serving high net worth clients.
Differentiator
Problem solved
Functional benefit
Brands
- Briefly Speaking: The firm's podcast series covering legal topics including M&A, estate planning, bankruptcy, AI in law, and tax regulations
Products and services
- Bankruptcy, Workouts & Creditors Rights Legal services for bankruptcy proceedings, workouts, and creditors' rights matters.
- Construction Law Legal services for construction law matters including contracts, disputes, and regulatory compliance.
- Corporate / Business Law Corporate and business legal services including M&A transactions, business formation, shareholder agreements, and commercial agreements.
- Crisis Management, Investigations & Constitutional Law Legal services for crisis management, investigations, and constitutional law matters.
- Elder Law Legal services for elder law matters including Medicaid planning, guardianship, and senior-related legal issues.
- Labor & Employment Law Legal services for labor and employment law including workplace disputes, employment contracts, and labor relations.
- Litigation Commercial litigation and dispute resolution services.
- Private Wealth, Estates & Trusts Estate planning, wealth preservation, and trust administration services for high net worth individuals and families. Nationally ranked Tier 1 by U.S. News and World Report.
- Real Estate Law Real estate legal services including transactions, development, and financing.
- Tax-Exempt Organizations Legal services for tax-exempt organizations including nonprofit formation, compliance, and governance.
- Taxation Tax planning and controversy services including domestic and international tax planning.
- Trust & Estate Litigation Litigation services for trust and estate disputes, probate proceedings, and fiduciary matters.
Quantifiable outcome
- Nationally ranked Tier 1 Trusts & Estates practice by U.S. News and World Report
- +2 more outcomes
Companies that use Meltzer, Lippe, Goldstein & Breitstone, LLP
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Meltzer, Lippe, Goldstein & Breitstone, LLP technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Meltzer, Lippe, Goldstein & Breitstone, LLP partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor.
- Matthew Fetzer FoundationminorThe firm comes together in support of the Matthew Fetzer Foundation, a charitable organization. This represents community involvement rather than a formal business partnership.
- NYIT Startup Tech CentralminorThe firm is named as the Law Firm Sponsor of NYIT Startup Tech Central. This is a sponsorship relationship supporting the startup tech ecosystem.
- Nassau County Human Rights CommissionminorJonathan D. Farrell serves as Vice-Chairman of the Nassau County Human Rights Commission, indicating professional civic engagement.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Meltzer, Lippe, Goldstein & Breitstone, LLP competitors and assessment
Company assessmentDirect peers
- Certilman Balin Adler & Hyman, LLP: Long Island-headquartered full-service law firm with comparable size, multi-practice footprint, and a well-developed Trusts & Estates group serving HNW individuals and closely-held businesses. Directly comparable in geography, scale, and client base.
- Rivkin Radler LLP: Long Island / NYC mid-size full-service law firm with a strong Trusts & Estates practice and similar integrated offering (corporate, real estate, litigation, labor). Closely comparable on size, geography, and client profile.
- Moritt Hock & Hamroff LLP: Long Island / NYC commercial law firm with a comparable mid-size attorney roster and significant trusts/estates, real estate, and corporate transactional work. Comparable in both regional positioning and practice mix.
- Forchelli Deegan Terranova LLP: Long Island-headquartered full-service firm with integrated practice areas including trusts/estates, tax, corporate, and real estate. Direct comparable in geography, scale, and full-service model.
- Ruskin Moscou Faltischek LLP: Long Island full-service law firm with a comparable roster size and similar multi-practice offering including trusts/estates and corporate work serving closely-held businesses.
- McLaughlin & Stern LLP: NYC-based mid-size full-service firm with a well-developed trusts and estates practice serving HNW individuals and closely-held businesses. Comparable on size, full-service model, and HNW client focus.
Broad incumbents
- Day Pitney LLP: Connecticut/New Jersey/Florida-based larger firm with a nationally recognized private wealth and trusts & estates practice. Direct overlap on elite HNW and estate planning clientele but operates at a larger scale and broader geographic footprint.
- Cummings & Lockwood LLC: CT/FL wealth transfer-focused firm with a deep, nationally recognized private clients practice and full-service business capabilities. Highly comparable on HNW trusts/estates focus, with broader geographic reach in wealth-heavy states.
- Nixon Peabody LLP: AmLaw 200 firm with a nationally recognized Private Clients practice spanning trusts/estates, tax planning, and family office work. Competes for the same HNW clientele but with substantially deeper resources and geographic breadth.
- Blank Rome LLP: AmLaw 100 firm with a sizable private wealth, trusts/estates, and tax practice overlapping Meltzer Lippe's HNW clientele. Larger scale and broader practice capabilities but comparable on the relevant practice areas.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Meltzer, Lippe, Goldstein & Breitstone, LLP social profiles
Digital presenceMeltzer, Lippe, Goldstein & Breitstone, LLP financial estimates
Financial estimateRevenue estimate
Valuation estimate
Meltzer, Lippe, Goldstein & Breitstone, LLP leadership team
Management profileNumber of profiles
Profiles10 records
Meltzer, Lippe, Goldstein & Breitstone, LLP funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Meltzer, Lippe, Goldstein & Breitstone, LLP M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Meltzer, Lippe, Goldstein & Breitstone, LLP
What does Meltzer, Lippe, Goldstein & Breitstone, LLP do?
Meltzer, Lippe, Goldstein & Breitstone, LLP is a full-service law firm providing legal counsel across 16 integrated practice areas, including Corporate/Business, Litigation, Private Wealth/Estates & Trusts, Real Estate, Taxation, Labor & Employment, Bankruptcy, Elder Law, and Tax-Exempt Organizations. The firm serves businesses, high net worth individuals and families, and nonprofit organizations with sophisticated legal solutions spanning transactional, advisory, and litigation matters, with a flagship Tier 1 nationally ranked Trusts & Estates practice.
Is Meltzer, Lippe, Goldstein & Breitstone, LLP a public or private company?
Meltzer, Lippe, Goldstein & Breitstone, LLP is a private company. It is classified as management employee owned and is currently operating.
When was Meltzer, Lippe, Goldstein & Breitstone, LLP founded?
Meltzer, Lippe, Goldstein & Breitstone, LLP was founded in 1970. It employs 101 to 250 people.
Where is Meltzer, Lippe, Goldstein & Breitstone, LLP based?
Meltzer, Lippe, Goldstein & Breitstone, LLP is headquartered in Mineola, United States, in the North America region.
How does Meltzer, Lippe, Goldstein & Breitstone, LLP make money?
One revenue line is on record: legal Services Fees.
Who are Meltzer, Lippe, Goldstein & Breitstone, LLP's main competitors?
Direct peers on record are Certilman Balin Adler & Hyman, LLP, Rivkin Radler LLP, Moritt Hock & Hamroff LLP, Forchelli Deegan Terranova LLP, Ruskin Moscou Faltischek LLP and McLaughlin & Stern LLP. Broad incumbents are Day Pitney LLP, Cummings & Lockwood LLC, Nixon Peabody LLP and Blank Rome LLP.
Does Meltzer, Lippe, Goldstein & Breitstone, LLP have an API?
No public API is recorded for Meltzer, Lippe, Goldstein & Breitstone, LLP.
What industry is Meltzer, Lippe, Goldstein & Breitstone, LLP in?
Meltzer, Lippe, Goldstein & Breitstone, LLP's product category is Legal Services. Its primary akta.pro industry code is FSAEAKAE, Trust & Estate Tax Planning & Compliance, with a secondary code of FSAEAKAJ, Trust & Estate Dispute Resolution & Fiduciary Litigation Support. Its NAICS code is 5411 and its SIC code is 8111.