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DEPARTMENT PROFILE

Katten

Private Wealth Law

5 ranked individualsBand 2IllinoisHigh 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's "top-drawer and outstanding" private wealth practice handles a wide array of private wealth matters. One market insider comments: "They are very attentive to clients and are very collaborative."

The team is praised as "excellent" by one wealth expert, who enthuses: "Clients are looking for good people and that is the team there. Their technical ability is elevated, they can take complex topics and simplify it, they do it in a structured manner." The source also notes: "They have deep resources and can bring expertise from across the firm."

Notable practitioners

Adam Damerow advises wealthy individuals and families on non-contentious and contentious trusts and estates matters. "He is great for litigation and fiduciary issues," says a source, adding: "He has a calm and rational demeanour. He takes the angst away in a turbulent situation. He commands our trust." Another interviewee states: "He is very collaborative and he thinks out of the box. He looks at the situation and can be creative in the solutions he provides for clients."

Charles Harris is described as a "fine attorney" who is "very capable and smart." He works closely with high net worth individuals and business owners assisting with tax and estate planning matters. "He is a good lawyer and I like to work with him," says a market insider, who adds: "Chuck is solution-oriented. He is quick to understand the issues and ready to embrace solutions."

Matthew Sperry "is very technically good and knows exactly how to convey difficult concepts in an easy way," comments an interviewee. Sperry is respected for his international private client practice. "When I am in a pickle, he is the person I call to save the day. He truly understands the international environment. He understands the issues my clients have. He is diplomatic, professional and keeps all the various personalities comfortable," says a source, enthusing: "He is the best guy I know for US and international tax."

Michael Hartz is praised as a "brilliant legal mind" by a source. Hartz has a wealth of experience assisting clients with business succession planning and estate planning and administration. "He does everything well. He is extremely talented and extremely creative, I have complete trust in him," confides one source. Another interviewee notes: "His experience and the things he has seen can be seen in his drafting and planning. He brings a lot of experience to the table."

Tye Klooster "is sharp as a tack and comes up with extremely innovative and custom solutions," says a source, adding: "He comes with unique structures to custom-fit the clients' needs and explains them in a way that anyone can understand." He is adept at assisting families and individuals with complex estate planning. One interviewee states: "He has an incredible technical background and delivers exceptional solutions to his clients."

Department Information

This content is provided by Katten.

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.

Members

Allen, David M

Damerow, Adam

Harris, Charles

Harris, Charles

Klooster, Tye J

Sperry, Matthew

Tortorich, Philip J

Industries

Banks

Charities / Not for Profit

Financial Services

Health Care

Media

Private Clients / Individuals

Private Wealth Law

Katten

firm
Location

525 West Monroe Street

Suite 1900

Chicago

Illinois

USA

IL 60661-3693

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.

Illinois

Private Wealth Law


Adam Damerow
Band 3
Charles Harris
Band 3
Matthew Sperry
Band 4
Michael O. Hartz
Band 2
Tye Klooster
Band 4