Private Wealth Law
High Net Worth Guide 2024 : New York
Band 4
Email address
[email protected]Contact number
+1 212 504 6000About
Provided by Cadwalader, Wickersham & Taft LLP
Cadwalader is a leading authority on international and domestic private wealth matters, with a long history of advising US and multinational high net-worth individuals and families regarding tax-efficient structures for their US and global holdings, with emphasis on governance, the minimization of taxation, the management of holdings, and their transfer to family members, entities, trusts and charities. The core of our Private Wealth Group is domestic and cross-border tax planning. This encompasses planning for U.S. and multinational individuals and families, closely-held family companies and charitable organizations. Through creative, innovative tax planning, our team develops strategies that preserve as much wealth as possible for future generations while respecting family relationships. We also work with clients to tailor estate and tax plans that meet the current needs of family members.
Chambers Review
Cadwalader offers wealth planning services to high net worth individuals and families. The firm is also well equipped to provide both domestic and international advice to its clients.
Strengths
Provided by Chambers
"Cadwalader has a strong team in private wealth. I have been impressed by how well integrated they are, leveraging the firm's expertise in other areas."
"It's a first-class operation that is very well established. They have great leadership and an excellent group of trust and estate lawyers."
"Cadwalader has a strong team in private wealth. I have been impressed by how well integrated they are, leveraging the firm's expertise in other areas."
"It's a first-class operation that is very well established. They have great leadership and an excellent group of trust and estate lawyers."
Notable Practitioners
Robert Lawrence is widely admired for his wealth of experience advising high net worth individuals on cross-border matters.
"He's an excellent lawyer with tremendous experience who can bring practical guidance and assistance to even the most complex international situations."
"He's the grandfather of cross-border planning and he's extremely responsive."
"In addition to being technically perfect, he's a good listener."
Dean Berry has a strong reputation for his expertise in wealth planning for high net worth clients. He also acts for domestic and international clients on a variety of trust and estate matters.
"Dean always offers valuable advice and counsel."
"Dean is an excellent private client lawyer. Practical, knowledgeable and responsive."
"Dean has a deep technical knowledge."
Sasha Grinberg advises high net worth individuals and families on tax, trusts and estate planning.
"Sasha is an excellent, energetic and enthusiastic lawyer with a deep understanding of her practice area."
"She's very client-focused and approachable."
"Sasha is dynamic and superb with clients. She's pleasure to deal with."
Ranked Individuals at
Cadwalader, Wickersham & Taft LLP
New York