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DEPARTMENT PROFILE

Katten

Private Wealth Law

5 ranked individualsBand 2New YorkHigh Net Worth 2021 View ranking table
chambers review
department information
Ranked Individuals
chambers review
department information
Ranked Individuals

Chambers Review

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Katten is "a seriously high-calibre firm" says a source. Its private wealth team advises on estate planning, administration and litigation. An interviewee notes: "They are excellent; they are client-focused, results-oriented, efficient, accessible and responsive."

A market source comments on the breadth of the team: "They're incredibly broad, they cover fiduciary accounting, estate tax issues, international tax. Cross-border is their real strength." This source adds: "It's a fabulous firm."

Notable practitioners

Bonnie Lynn Chmil advises on high-value fiduciary litigation. A source says: "She is excellent, she is an excellent attorney. She has terrific verbal and written skills." Another interviewee notes: "She is very methodical, very meticulous and very thorough."

Joshua Rubenstein is "one of those attorneys with an encyclopedic knowledge of matters relating to trusts and estates: planning, taxation and litigation," explains an impressed source. A wealth professional enthuses: "He is one of those people with unbelievable technical proficiency, but he has this ability to negotiate in contentious situations to make everybody at the table feel like they have won. His grasp of legal issues is really spectacular. He has a tremendous manner with clients. He is the whole package - technical expertise, tremendous experience and very pragmatic advice."

Kathryn von Matthiessen advises on tax and succession planning and has particular expertise on cross-border issues. A wealth professional explains: "Kathryn is a fantastic lawyer. She has tremendous expertise in the international arena. She is very, very well versed on the interplay of US laws with other jurisdictions. She has great technical expertise and is very, very impressive."

Ronni Davidowitz advises on complex wealth management matters. A source says: "Ronni is excellent. She has a tremendous grasp of the law, she is a very seasoned and experienced attorney." Another interviewee says that "she is very knowledgable, very professional and a great advocate for her clients." A fellow attorney adds that "her technical skills are terrific."

Department Information

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Overview

Wealth management is an ongoing, ever-evolving service for our private clients, which include domestic and international high-net-worth individuals, family-owned businesses, trusts and trustees, personal investment vehicles, other closely held business entities, and family offices. The complex problems confronting individual clients involve local, federal and international tax, estate planning, trust and estate administration, and litigation and alternative dispute resolution laws, rules and regulations. We focus on creating and implementing an integrated structure that will accomplish the client’s business and personal objectives in a tax-efficient and predictable manner, with sufficient flexibility to address unanticipated change. High-net-worth individuals and their family offices turn to us for unique, holistic solutions that respond to their wealth, business and estate planning needs and to their particular wishes for family governance and succession.

Our Private Client Services attorneys work seamlessly with other Katten industry and practice teams, including Trusts and Estates, Corporate, Litigation and Dispute Resolution, Real Estate, Tax Planning, Antitrust and Competition, Employee Benefits and Executive Compensation, Environmental, Financial Services, Insolvency and Restructuring, and Intellectual Property, to provide private clients with creative and comprehensive representation in all areas integrated with their wealth, business, succession and estate planning.

Industries

Banks

Charities / Not for Profit

Financial Services

Health Care

Media

Private Clients / Individuals

Private Wealth Law

Katten

firm
Location

575 Madison Avenue

New York

New York

USA

NY 10022-2585

View Firm Profile

Ranked Individuals

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

New York

Private Wealth Disputes


Bonnie Lynn Chmil
Band 3
Joshua Rubenstein
Band 1

Private Wealth Law


Joshua Rubenstein
Band 1
Kathryn von Matthiessen
Band 4
Ronni G Davidowitz
Band 3