Private Wealth Law

Bertram Levy is always available for his clients, he is an expert in his field, and he has extensive relationships within the adviser and investment community.

Bertram Levy's level of sophistication and understanding of the most complex matters are unmatched. I have the highest level of confidence in Bertram to deliver great value for our clients.

Bertram Levy is a seasoned, experienced and talented lawyer. Clients trust him implicitly.

Clients love Jeremy Ware.

Jeremy Ware is one of the brightest attorneys I've had the pleasure of working with. He has the innate ability to clearly communicate to clients even the most complex tax and estate planning matters.

Jeremy Ware is an outstanding wealth planner. I wouldn't hesitate to bring him onto a matter.

We regularly collaborate with Michael on professional matters. He is extremely conscientious and thoughtful for his clients.

Michael Van Cise brings creativity to his approach to solving problems for clients. Advisers and clients enjoy working with him. He is a highly regarded leader within the legal community.

Michael Van Cise is extremely knowledgeable and professional. He takes time to fully understand what is important to his client and makes sure they understand the concepts and strategies being presented. He communicates and collaborates extremely well. It is a joy to work with him and his team.

Michael is an excellent attorney who consistently delivers the highest level of service. He presents ideas in a thoughtful manner that are digestible for clients so that they can take action.

Suzanne is very proactive; she helps clients think about next steps. She's very organised and she keeps on top of things and makes them orderly. She has a good way of explaining things in laymen's terms. She's superbly technical and a good collaborator.

Suzanne Plybon is an expert planner who is considered a trusted adviser and resource to all of her clients.

Suzanne Plybon is my go-to for client legal matters and I recommend her to clients frequently.

Suzanne is a very smart, detail-oriented true expert in high net worth matters.

Kathryn Hecker brings her expertise and thoughtful style of communication to every relationship. She is highly regarded within the legal community as an expert and as a leader.

Kathryn is somebody who can deal with very complex issues. She has a quick mind and the ability to focus quickly and get to the heart of the matter, which helps the client.

Kathryn is very technically detail-oriented and handles sophisticated issues thoroughly.

Kathryn is brilliant and personable. She takes clients and wraps both arms around the issues at hand and follows through until things are completed or resolved.