Chambers Review
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Private Wealth Law - New York
What the Team is Known For
Baker McKenzie has substantial experience advising high net worth clients, with particular expertise in handling complex international matters.
Private Wealth Law
High Net Worth Guide 2025 : New York
Band 4
Ranked lawyers
Email address
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+1 212 626 41 00Department profile
Baker McKenzie
Department profile | Baker McKenzie
Private Wealth Law
About
Provided by Baker McKenzie
The Baker McKenzie wealth management team has perhaps the most international depth of all firms that advise on private wealth matters anywhere in the world. Our practitioners have successfully handled complex cross-border tax and trust planning for domestic and international families on all continents, as well as sophisticated charitable and non-charitable purpose structures for individuals and for major public and private corporations. We handle income tax, succession tax, and business tax planning and controversies in the US and across jurisdictions.
Baker McKenzie’s New York based wealth management practitioners work as a single team in conjunction with other practitioners based in Miami, Chicago, Houston, Mexico City, and Toronto. We collaborate daily in cross-border teams with more than 125 wealth management practitioners worldwide - with key international collaborations.
Baker McKenzie’s uniquely integrated global wealth management team provides families with seamless cross-border service from global experts with single point of contact delivery.
Baker McKenzie’s New York wealth management practitioners draw support from our more than 250 North American Tax practitioners who provide market-leading advice for some of the most complex US and international tax matters.
Every Wealth Management practitioner is trained through multiple annual firm-sponsored training programs to develop expertise in multiple areas affecting global families and their businesses.
Strengths
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Slide 1 of 3
Baker McKenzie are excellent at providing advice for complex cases. The lawyers are experienced and reliable. The team specialise in different areas and jurisdictions, which holistically adds value.
Baker McKenzie are highly skilled across multiple disciplines for the benefit of their clients with bespoke needs.
Slide 2 of 3
Baker McKenzie is a global firm, so they have a deep bench in the resources to solve any complex and nuanced legal issue.
Baker McKenzie have an excellent grasp of cross-border issues and can sync up advice with other jurisdictions.
Slide 3 of 3
Baker McKenzie's partners are focused on client service. They have a very strong team from top to bottom.
Baker McKenzie are excellent at providing advice for complex cases. The lawyers are experienced and reliable. The team specialise in different areas and jurisdictions, which holistically adds value.
Baker McKenzie are highly skilled across multiple disciplines for the benefit of their clients with bespoke needs.
Baker McKenzie is a global firm, so they have a deep bench in the resources to solve any complex and nuanced legal issue.
Baker McKenzie have an excellent grasp of cross-border issues and can sync up advice with other jurisdictions.
Baker McKenzie's partners are focused on client service. They have a very strong team from top to bottom.
Notable Practitioners
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Glenn Fox
Glenn Fox is well known for advising international high net worth families on cross-border tax and succession planning.
Glenn Fox is very pragmatic and very helpful in navigating certain regulatory and legal concerns. He was really good about managing our objectives with what needed to be done.
Glenn Fox is an excellent lawyer and technician. He can translate complex topics into an understandable format for clients.
Despite his seniority and extensive experience, Glenn Fox remains humble and is always willing to provide solutions. He is consistently prepared to listen to our concerns and ideas.
I have always found Glenn Fox to be extremely knowledgeable, practical, timely and easy to deal with.
Simon P Beck
Simon Beck is a dual-qualified English solicitor and New York attorney with substantial experience advising on international tax, succession and estate planning.
Simon Beck is one of the best practitioners in the cross-border estate planning realm.
Simon Beck is a trusted adviser on cross-jurisdictional matters, wealth advice, compliance and tax matters.
Simon Beck always provides the best service with a level of sophistication and planning awareness rarely seen.
Simon Beck is very knowledgeable in this field. He provides high-quality service, and is very reliable and a lovely person to interact with.
Paul DePasquale
Paul DePasquale is known for advising high net worth individuals and families on tax and trust planning. He also specialises in international private wealth matters.
Paul DePasquale is a bright, hard-working and personable individual. He is a delight to know and count on for clients.
Paul DePasquale has extremely strong tax and legal knowledge. He is always aware of the latest trends, and is very friendly and approachable.
Paul DePasquale is an excellent attorney with deep expertise, great customer service and prompt communication.
Paul DePasquale is timely and able to break down technical areas of tax law in a plain-spoken and clear manner.
Ranked Individuals at
Baker McKenzie
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Private Wealth Law