Private Wealth Law

Bert is a premier expert in the trust and estate planning industry.

Bertram has always been a trusted adviser and someone whom I can confide in knowing that I will receive the best counsel and advice that I can ask for.

Bert Levy is an experienced and sophisticated practitioner who conveys a deep level of understanding on almost any matter related to wealth and estate planning.

He has extensive trust and tax knowledge. He is able to navigate any kind of client and approach client frustrations to provide a meaningful solution.

I find Jeremy to be one of the brightest individuals I have had the opportunity to work with.

Jeremy is a leading member of the trust and estate profession and has made significant contributions to the practice.

Michael is great - he always does a fantastic job executing and presenting complex estate matters in a manner that's digestible to clients.

Michael provides the highest level of client service and sophisticated business and estate planning for high net worth families and enterprises. He is committed to the long-term strategic development.

He is organised, proactive and technically strong. Michael is also always on time, responsive, and has longstanding relationships with clients.

Michael is thoughtful, communicates well and produces work product that can result in actions or next steps to be taken.

Michael is a gifted planner and excellent communicator.

She is extremely good on international elements for high net worth private clients. She is just so thoughtful in all her responses.

Her knowledge of the subject is excellent, a true expert in estate planning with a strong team and resources. She provides thorough and consistent service, and is amazing with clients.

Suzanne is a leader in Atlanta in trust and estate taxation. She has an impeccable reputation in the industry - a wonderful and caring person who takes good care of her clients.

She is known as one of the most hard-working attorneys - always available for sophisticated estate planning.

She works well for younger-generation clients who need more longer-term planning and relationship building. She has great expertise in the philanthropic space.

She is an outstanding attorney and a pleasure to work with, very detail-oriented. I know I can count on Kathryn - she doesn't let anything fall through the cracks.

Kathryn is an integral part of the trust and estate profession in Georgia and the Southeast. She is dedicated to improving the practice through speaking, writing and development of best practices.