Department profile
Coblentz Patch Duffy & Bass LLP

Private Wealth Law

High Net Worth Guide 2026 : California: Northern

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Coblentz Patch Duffy & Bass LLP

Rankings

About

Provided by Coblentz Patch Duffy & Bass LLP

Coblentz has been serving high wealth families in the Bay Area for over 125 years. Our clients benefit from our intimate and collaborative approach to planning the transition of their wealth for future generations.

Our attorneys have built a national reputation for providing personalized, precise guidance on our clients’ most sensitive and complex matters. Having immediate access to the resources of our firm’s other practices—corporate, tax, real estate, litigation—we provide comprehensive service to our clients.

Chambers Review

Provided by Chambers

Private Wealth Law - California: Northern

Band 1

What the Team is Known For

Coblentz Patch Duffy & Bass specialises in estate planning, business planning, trust and estate administration and litigation.

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Strengths

Provided by Chambers

  • Coblentz's strengths are its ability to quickly diagnose the problem and present complex solutions in a simple way.

    Private Wealth Law respondentHigh Net Worth

  • They do an incredible job with clients. They are definitely top of the field in their level of responsiveness, sophistication and ability to break down complex topics.

    Private Wealth Law respondentHigh Net Worth

  • Coblentz are multi-disciplinary. They can really cover at all.

    Private Wealth Law respondentHigh Net Worth

  • Coblentz has decades of experience working with centi-millionaire and billionaire clients with complex estate plans.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Jaime Mannon
    Jaime Mannon

    Jaime Mannon

    Jaime Mannon is focused on developing creative solutions to resolve her clients' estate planning and administration issues. She is highly experienced in advising wealthy business owners, in particular on gifting strategies and succession planning.

    • Jaime is very thoughtful. She understands the legal nuances but also the personal relationships we are dealing with.

      Private Wealth Law respondentHigh Net Worth

    • Jaime has a ton of depth and experience.

      Private Wealth Law respondentHigh Net Worth
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  • James Mitchell
    James Mitchell

    James Mitchell

    James Mitchell is an experienced attorney in tax and estate planning and estate administration for individuals, families and businesses.
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  • Philip B Feldman
    Philip B Feldman

    Philip B Feldman

    Philip Feldman frequently advises prominent families and wealthy individuals on tax, estate and charitable planning.

    • Phil has excellent judgment and he is able to work with all types of clients.

      Private Wealth Law respondentHigh Net Worth

    • His experience is his key strength. He has been doing this a long time and has seen it all. Clients take a lot of comfort in that.

      Private Wealth Law respondentHigh Net Worth
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  • Jennifer Scharre
    Jennifer Scharre

    Jennifer Scharre

    Jennifer Scharre advises ultra wealthy clients throughout California on estate planning and succession matters. Sources praise Scharre's deft client handling skills.

    • Jennifer's best attribute is this ability to accurately break down complex topics in a digestible way. She does an incredible job. She is also very creative in strategy. She works on it like a jigsaw puzzle.

      Private Wealth Law respondentHigh Net Worth

    • Jennifer Scharre is a real subject matter expert and she follows through to deadlines and produces high quality work all the time.

      Private Wealth Law respondentHigh Net Worth

    • I really enjoy working with Jennifer. She is very creative and she also has high EQ. She is just tremendously dedicated.

      Private Wealth Law respondentHigh Net Worth

    • Jennifer has this amazing ability to explain things so simply and helping clients understand all the structures involved. She can explain obtuse trust matters with great clarity.

      Private Wealth Law respondentHigh Net Worth

    • Jennifer concepts to clients really well. Her communication style is really nice which clients really appreciate. She is very efficient as well and works well with all types of professionals.

      Private Wealth Law respondentHigh Net Worth
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Ranked Individuals at Coblentz Patch Duffy & Bass LLP (4)

California: Northern

Members

Provided by Coblentz Patch Duffy & Bass LLP

Coblentz Patch Duffy & Bass LLP has rankings in the following guides

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