DEPARTMENT PROFILE

Katten

Private Wealth Law

4 ranked individualsBand 3New YorkHigh Net Worth 2020 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.

A market source reports that Katten is "a good name in the market with an historic reputation in New York." The private client team offers in-depth expertise on both domestic and cross-border matters. A legal source reports: "They are one of the few big firms who have a real focus on big international trust matters."

As well as estate and tax planning, the firm also handles high-value trust litigation. "They are really excellent at probate litigation and have a reputation for contentious and non-contentious matters," reports one market source. An attorney notes: "They have seen just about every situation you could see. They can think outside the box and you get solutions from them that you don't from other firms."

Notable practitioners

Bonnie Lynn Chmil comes into the rankings for the first time this year and is recognised for being "a real up-and-comer in trusts and estates." Her practice focuses on acting for high net worth families, corporate fiduciaries and trust companies in private client disputes. Industry sources note that she is "respected" in this market and that she is "very, very good for trusts and estates litigation."

Joshua Rubenstein is acknowledged as being "a longstanding practitioner with a wealth of connections in the industry" who is "a go-to person for cross-border planning." He is national chair of the firm's private wealth practice and is lauded for being "a celebrated name who invokes real respect across the whole market." His practice encompasses both domestic and international matters, with one market insider reporting: "He is a guru on foreign treaties and tax systems, and has a clear market-leading role in this space." Another legal source states: "He radiates the personal charm you need be a top private client lawyer." He is further praised by peers for being "a globally renowned figure" and "a legend in his own right."

Kathryn von Matthiessen advises on private wealth matters including tax optimisation strategies, business succession planning and charitable giving. "She is a phenomenal young attorney and I am really glad I found her," enthuses a trust insider, who continues: "She always does an exceptional job and I have been very, very impressed with her recently." Her cross-border expertise is also highlighted, with a peer noting that "she is really excellent and very strong in the international area."

Ronni Davidowitz deals with the full spectrum of private wealth and estate planning matters. One legal source reports: "Her bedside manner is excellent and she also has a very, very high level of knowledge. She has lots of experience and has always been very effective." Another market commentator states: "She is very solid, very creative and a wonderful attorney who really provides in-depth and relevant advice." The commentator adds that "she is smart as a whip." A peer comments: "She is very strong on estate administration and is also adept at dealing with contentious matters."

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 Department

Katten

firm
Department 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

Private Wealth Law


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