New York brims with talented lawyers working in the realm of Private Wealth Law, ensuring the city’s reputation as the financial capital of the world. This article presents some of the city’s top attorneys, all of whom have been recognized for their skill in advising high net worth clients on a variety of matters. From tax to estate planning, and from cross-border issues to the nuts and bolts of trust administration, these lawyers provide a vital service in a market where every dollar, and every decision, counts.
Their clients span both domestic and international high net worth individuals, and their approach to their work combines technical expertise, strategic planning, and a keen understanding of their clients’ needs. Many of them have not only been recognized by their peers in the legal community, emphasizing the unparalleled quality of their work. Whether you’re a potential client looking for a top-tier wealth management attorney or a fellow lawyer seeking a reference for a colleague, you’ve come to the right place.
What follows is a showcase of some of New York’s best Private Wealth Law lawyers, complete with as much information as is available for those interested.
Austin Bramwell, Milbank LLP
The first on our list is Austin Bramwell who works at Milbank LLP. A man who ‘eats, sleeps, and breathes trust and estate law,’ Austin is widely known for his technical approach. His skills in tax and estate planning have been praised by market commentators and fellow lawyers alike.
Rashad Wareh, Kozusko Harris Duncan
Renowned lawyer Rashad Wareh of Kozusko Harris Duncan is our next showcase. A standout for his skillsets in dealing with high net worth clients on cross-border matters, Wareh is recognized for his excellent tax knowledge and client skills.
Kevin Matz, ArentFox Schiff LLP
Known as a ‘dynamo’ for tax planning, Kevin Matz from ArentFox Schiff LLP has earned high respect. His exceptionally impressive ability to stay current on all laws and regulations, coupled with his ability to create practical solutions to complex problems make him a commendable character.
Dina Kapur Sanna, Day Pitney LLP
With a commendable reputation in trust, estate and tax planning, Dina Kapur Sanna from Day Pitney LLP is praised for her promptness, technical prowess, and dedication to clients.
Loretta A Ippolito, Paul, Weiss, Rifkind, Wharton & Garrison LLP
Known for mastering tax, estate and trust planning, Loretta A Ippolito of Paul, Weiss, Rifkind, Wharton & Garrison LLP is applauded for her personal approach, superior understanding of the law, and her constant awareness of market trends.
Ivan Taback, Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Co-heading the firm’s private clients/trusts and estates group, Ivan Taback of Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates is valued highly for his ability to build strong relationships with clients while being a highly skilled lawyer.
Zena Tamler, Sullivan & Cromwell LLP
Zena Tamler of Sullivan & Cromwell LLP excels in the area of wealth management strategies, especially those involving multi-jurisdictional planning. Her intelligence and client skills have earned her rave reviews from her peers.
Stephanie Heilborn, Proskauer Rose LLP
With a strongly established practice in private wealth matters, Stephanie Heilborn of Proskauer Rose LLP shines for her clear and practical advice, along with the positive rapport she has with her clients.
Susan C Frunzi, Schulte Roth & Zabel LLP
Highly appreciated for her thoroughness, Susan C Frunzi from Schulte Roth & Zabel LLP is famous for her speed of work and her intelligence in dealing with high net worth client matters.
Robert W. Sheehan, Curtis, Mallet-Prevost, Colt & Mosle LLP
Last but not least, Robert Sheehan of Curtis, Mallet-Prevost, Colt & Mosle LLP is renowned for his in-depth experience, especially in trust planning. Praised for his approachable nature, excellent technical skills, and the manner in which he builds client relationships, Sheehan is truly a standout.
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