Coblentz Patch Duffy & Bass LLP

Private Wealth Law Department

Northern California
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Coblentz has an impressive family wealth department. It handles a wide range of matters and regularly assists with estate planning, charitable giving and closely held business planning. Its clients include wealthy families, family business and fiduciaries.

“They have a great reputation in San Francisco,” states one source. Another adds that "the folks are highly respected.”

Notable practitioners

Jaime Mannon assists high net worth individuals and families with domestic and cross-border estate planning matters. "She is super smart and engaged," according to one source. Another interviewee says: "Jaime is in it for the long term, she understands that clients need to work through issues that are not directly related to the law before they can resolve legal issues. She is a wonderful person."

James Mitchell leads the firm's family wealth group and has deep experience assisting clients with estate planning and administration issues. "He is practical but also personable," says a source, who continues: "He is a smart and experienced estate planning and can deal with personalities of all sorts." "He is technically really strong and knows his stuff," reports one source. A peer says: "Jim is thoughtful, he is very good. I would have no hesitation referring a client to him."

Philip Feldman is praised as a "great team player" and "a wonderful gentleman." He advises high net worth individuals and families on wealth transfer planning, including probate administration and philanthropy. "He is a very calm, reasonable, affable guy who will do negotiation in his client's best interest that will result in a positive solution. He is very impressive," says one source. Another describes him as "very personable and engaging," adding: "He is very capable and smart - really gets to the heart of the matter."