Private Wealth Law focuses on managing, protecting and transferring wealth in the most effective way possible to meet the goals and needs of high net worth individuals. As Private Wealth Law becomes increasingly complicated due to the sophisticated financial structures and diverse assets that these individuals possess, the role of lawyers who specialize in this field becomes critical. New York, being one of the world’s financial capitals, is home to some of the industry’s most seasoned and respected Private Wealth lawyers. Here, we shine a light on some of the prominent lawyers in the Mid-market private wealth arena, showcasing their accomplishments and areas of expertise.
In New York’s bustling legal scene, mid-market lawyers have made a significant mark. These professionals strike a fine balance between serving high-net-worth clientele and maintaining a focused, bespoke service. Their role often covers tax and estate planning, trust and estate administration, business succession, and charitable planning. This combination of niches demands a practical approach and a deep understanding of both national and international aspects of legislation.
The following list includes lawyers who have earned their place in the competitive market through diligence, innovation, and commitment to meeting clients’ unique needs. While some of them are part of larger law firms with a dedicated private wealth section, others operate within specialized firms.
G William Haas, Morrison Cohen LLP
William Haas has substantial experience advising high net worth clients on complex tax and estate planning matters. His approach to handling matters and interaction with clients is commendable. Morrison Cohen LLP
Linda Wank, Frankfurt Kurnit Klein & Selz
Linda Wank has notable expertise in serving high net worth individuals, corporate executives, and entrepreneurs. She has made a name as a highly knowledgeable and thoughtful lawyer. Frankfurt Kurnit Klein & Selz
Mary O’Reilly, Meltzer Lippe Goldstein & Breitstone LLP
Mary O’Reilly is well known for advising high net worth clients on a range of matters, earning her high praise for being responsive and super practical.
Barbara A Sloan, McLaughlin & Stern LLP
Barbara Sloan is well known for advising high net worth clients on trust estate planning and administration, business succession, and charitable planning.
Carrie Michaelis, Reid Michaelis, PLLC
Carrie Michaelis wins praise for her considerable experience advising high net worth individuals and families on domestic estate and tax planning. Her ability to translate complex matters into easy-to-understand terms has proven invaluable to her clients.
Michael W. Galligan, Phillips Nizer LLP
Michael Galligan of advises high net worth clients on estate planning and administration. He is well respected in the international arena and praised for his knowledge and ease to work with.
Darcy Katris, Morrison Cohen LLP
Darcy Katris excels in serving high net worth clients on a wide array of private wealth matters. Morrison Cohen LLP
Jessica Galligan Goldsmith, Kurzman Eisenberg Corbin & Lever, LLP
Jessica Galligan Goldsmith specializes in advising high net worth clients in matters concerning estate planning, business succession and charitable planning.
Scott M. Sambur, Seward & Kissel LLP
Scott Sambur of Seward & Kissel LLP advises high net worth clients on a wide range of matters including estate, trust and tax planning.
Daniel Rubin, Moses & Singer LLP
Daniel Rubin co-chairs the firm’s trust and estates practice group. He is highly sought after for his expertise in asset protection planning. Moses & Singer LLP
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