Private Wealth Law, the sector which provides legal services to ultra-high net worth individuals, is a thriving and highly competitive niche within law. Particularly in locations like New York, a hub for high net-worth individuals, Private Wealth Lawyers play a vital role in wealth management, tax strategies, estate planning and more. This sector is brimming with talented and coveted lawyers who work for some of the most prestigious law firms in the world. Let’s take a look at some of the most intriguing Private Wealth Law lawyers currently servicing the New York area.
All of these lawyers have distinguished themselves in this demanding sector, with a focus on providing exceptional service to their high net worth clients. They demonstrate an in-depth understanding of their client’s needs and concerns, providing tailored solutions that align with the complex tax rules of the US and beyond. These lawyers not only provide a technical service but also build enduring relationships based on trust and mutual respect.
This list is by no means exhaustive, and there are many other deserving practitioners. However, these profiles highlight some of the standout figures in Private Wealth Law, offering a glimpse into the expertise and dedication required to thrive in this field.
Austin Bramwell: Milbank LLP
Milbank LLP boasts Austin Bramwell, a Private Wealth lawyer who “eats, sleeps, and breathes trust and estate law,” according to industry commentators. Austin’s technical approach and creativity have earned him high praise within the industry. When he is not helping his high net worth clients with tax and estate planning, he spends time devising new strategies to maximize their wealth.
Rashad Wareh: Kozusko Harris Duncan
Next up is Rashad Wareh from Kozusko Harris Duncan. Wareh’s expertise in dealing with cross-border matters mixed with his exceptional client skills and tax knowledge makes him a standout figure in the industry. Wareh is well-regarded for his work ethos and diligence.
Kevin Matz: ArentFox Schiff LLP
At ArentFox Schiff LLP, Kevin Matz sets the pace. He has been lauded for his energy and his ability to stay up-to-date with current laws and trends. Matz specializes in estate planning and administration, as well as tax planning.
Dina Kapur Sanna: Day Pitney LLP
Dina Kapur Sanna from Day Pitney LLP, is described as an “absolute star” in the field. Known for her quick responses, exceptional technical knowledge and her ability to handle tax, trust, and estate planning matters, Sanna is a crucial asset to any high net-worth individual.
Loretta A Ippolito: Paul, Weiss, Rifkind, Wharton & Garrison LLP
The team at Paul, Weiss, Rifkind, Wharton, & Garrison LLP has Loretta Ippolito, known for her technical talent and excellent client skills. With a keen understanding of the law and market trends, she provides crucial support to high net worth clients.
Ivan Taback: Skadden, Arps, Slate, Meagher & Flom LLP
At Skadden, Arps, Slate, Meagher & Flom LLP, Ivan Taback co-heads their private clients/trusts and estates group. Praised for his client advocacy and technical skills, Taback offers a pragmatic approach to wealth management matters.
Zena Tamler: Sullivan & Cromwell LLP
Zena Tamler from Sullivan & Cromwell LLP specializes in multi-jurisdictional planning. Clients have commended Tamler for her sharp intellect and great client service skills. She’s proven to be incredibly valuable for any high net worth individual requiring wealth management guidance.
Stephanie Heilborn: Proskauer Rose LLP
Stephanie Heilborn of Proskauer Rose LLP is known for her clear and practical advice. Her considerate and thoughtful approach, coupled with her exceptional client skills, makes her a standout figure in the industry.
Susan C Frunzi: Schulte Roth & Zabel LLP
At Schulte Roth & Zabel LLP, Susan Frunzi is more than just a lawyer. Recognized for her impressive intellect and meticulous approach to client service, she has proven time and again her dedication to providing the best for her clients.
Robert W. Sheehan: Curtis, Mallet-Prevost, Colt & Mosle LLP
Rounding off our list is Robert Sheehan from Curtis, Mallet-Prevost, Colt & Mosle LLP. Sheehan’s in-depth experience in trust planning, cooperative nature and impressive judgment make him a preferred choice for individuals in need of private wealth law expertise.
These lawyers have made a significant impact in the field of Private Wealth Law. Their relentless dedication to providing tailored solutions to high net worth individuals sets them apart, ensuring their clients’ wealth is managed to the utmost benefits.
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