Private Wealth Law

Chad Makuch is one of the very best trusts and estates lawyers. He has sharp technical skills, breadth of experience and a good listening ear, which he uses to craft practical solutions for family office clients.

Chad Makuch has strong private trust company expertise and judgement.

Chad Makuch has set an impossibly high bar against which all other attorneys and client service professionals are measured in our organisation. It is a rare combination to find someone so bright, knowledgeable and accessible, all while making you feel like he genuinely cares about you. It would be selfish to keep Chad all to ourselves, so we will continue to refer anyone and everyone we can to him.

In addition to expertise and service orientation, Chad Makuch is a delight to work with.

Chad Makuch stands out for his combination of expertise, judgement and client focus. He brings a rare balance of technical precision and practical insight, consistently anticipating needs and delivering thoughtful, strategic guidance that adds measurable value.

Lisa Roberts-Mamone has great experience and follow-through. She is dedicated to client service.

Lisa Roberts-Mamone is a high-quality lawyer.

We have worked with Lisa Roberts-Mamone for many years. She consistently has provided sound advice and counsel, dealing with an array of complex matters. Lisa is a trusted adviser who we can count on to address complex and sophisticated issues.

Lisa Roberts-Mamone goes above and beyond for her clients and provides excellent service.

Lisa Roberts-Mamone is very hard-working, thorough and effective.

Clients really enjoy working with Joe Verciglio. The comfort and likeability factor is very important to these complex client families, who do not mind paying for services for an attorney like Joe. They see value in him and enjoy working with him. Joe has a client-first mentality and services them with a lot of compassion backed by strong technical competence.

Joe Verciglio did a fantastic job coming up with creative and insightful strategies and ideas.

Joe Verciglio is a great lawyer and a very effective leader of his practice group. He is always responsive, caring, practical and creative. I cannot say enough good things about him.

Joe Verciglio works with several high net worth families and provides excellent estate planning advice.

Robert Galloway is very knowledgeable with amazing experience.

Rob Galloway is a pleasure to work with, and our mutual clients rely heavily on Rob for his diligent guidance in the complex world of tax and estate planning. Rob is great at looking at the big picture with our mutual clients and helping them understand complex tax issues on a digestible level for someone not in the legal profession.