Provided by Katten
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.
The private wealth practice at Katten handles a broad range of issues for high net worth clients. A source says: "I rate them very strongly. They are very smart."
The firm has expertise in areas such as business succession and charitable planning, fiduciary and philanthropic matters.
Michael Hartz is described as a "very thoughtful estate planning attorney" by a source. The commentator adds Hartz is "gifted technically and is also an exceptional adviser." Hartz is experienced in business succession and estate planning and administration.
Adam Damerow is a "very fine attorney and is one of the outstanding people at Katten," states a source. Damerow works with high net worth individuals on non-contentious and contentious matters relating to trusts and estates.
Charles Harris is "among the most technically gifted attorneys I know," states a source. Others describe him as "excellent," and "very smart." Harris works closely with wealthy clients on tax and estate planning issues.
Tye Klooster is "definitely one of the up-and-comers," who "has a lot of experience," according to local commentators. Kooster is experienced in complex estate planning matters.
Matthew Sperry is an international private client attorney. He regularly advises ultra-high net worth individuals on various matters relating to their private wealth. He has expertise across different areas such as tax and business succession planning, charitable matters and investment management.
Provided by Katten
Charities / Not for Profit
Private Clients / Individuals