Contact number
+1 212 940 8800Provided 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.
Provided by Chambers
Katten has a long-standing reputation in the market for advising high net worth individuals and families on private wealth matters. The team is well equipped to handle both contentious and non-contentious matters.
Provided by Chambers
Katten has such a deep bench. They are all impressive, from partners through to associates. I would trust a Katten first-year associate, and I definitely could not say that about many firms.
The trust and estates practice at Katten is extremely knowledgeable and professional. What distinguishes this department is the personalised service we receive, as well as its accessibility.
Katten are very strong at issue spotting and providing practical solutions. They can rely on experts outside the firm when needed. This approach helps ensure an informed decision.
Katten has a very deep bench of folks that have lots of expertise that relates to estates and trusts and related tax issues and philanthropy work.
Katten's ability to document and digest the complexities of our current plan was outstanding.
Katten has such a deep bench. They are all impressive, from partners through to associates. I would trust a Katten first-year associate, and I definitely could not say that about many firms.
The trust and estates practice at Katten is extremely knowledgeable and professional. What distinguishes this department is the personalised service we receive, as well as its accessibility.
Katten are very strong at issue spotting and providing practical solutions. They can rely on experts outside the firm when needed. This approach helps ensure an informed decision.
Katten has a very deep bench of folks that have lots of expertise that relates to estates and trusts and related tax issues and philanthropy work.
Katten's ability to document and digest the complexities of our current plan was outstanding.
Provided by Chambers
Joshua Rubenstein is an exceptional attorney. He understands the commercial and emotional sides of our situation.
Joshua is technically excellent. What sets him apart is his judgement. He knows how to read the situation. He has amazing experience.
Joshua Rubenstein is best-in-class. He has decades of experience, he is extremely knowledgeable and he takes a practical approach to issues.
Joshua Rubenstein is the most charismatic, dynamic lawyer I know. The depth of his knowledge and diversity of his practice make him probably the most versatile lawyer in the market.
I have been very pleased to work with Bonnie.
Bonnie Lynn Chmil is very responsive.
Bonnie's attention to detail is incredible. She is also very strategic and has always been very good in litigation.
Ronni Davidowitz heads Katten's private wealth practice and focuses her practice on advising high net worth clients on complex tax and estate planning matters.
Ronni Davidowitz is an excellent attorney and wonderful to work with.
Kathryn von Matthiessen has a strong reputation for her expertise in tax planning for internationally mobile high net worth clients. She also advises clients on estate and business succession planning.
Kathryn is a consummate professional. She is highly knowledgeable, responsive and pleasant to work with.
Kathryn von Matthiessen is an excellent lawyer. She is very precise and very concerned by the client outcome.
I would recommend Kathryn von Matthiessen for US matters without any doubt. You will get straightforward answers.
Parker Taylor advises high net worth individuals on estate planning and administration, multi-generational wealth transfer and income tax matters. Taylor also has capabilities in matrimonial matters.
Parker Taylor is very responsive, thoughtful, and focused on what we are trying to achieve as clients.
Parker Taylor is an amazing attorney. He is very thorough, thoughtful and a great strategist and issue spotter. He helps get things resolved.
Provided by Katten
Jonathan C. Byer
Kathryn von Matthiessen
Provided by Katten
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