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DEPARTMENT PROFILE

Katten

Private Wealth Law

5 ranked individualsBand 3New YorkHigh Net Worth 2022 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 has a longstanding reputation in the market for advising high net worth individuals and families on private wealth matters. "They certainly have an excellent team," observes a source, and another comments: "They have a great bench of lawyers. They are very good at what they do." The team is well equipped to handle both contentious and non-contentious matters.

A commentator says: "They are incredibly friendly. They are very thorough and always have the answer to questions." Another describes the team as "very knowledgeable and collaborative."

Notable practitioners

Bonnie Lynn Chmil is well known for handling fiduciary litigation. "Bonnie is a terrific litigator. She is a very talented lawyer who is a go-to for contentious issues," remarks an interviewee. Another reports: "She is a formidable litigator who is terrific to work with. She is very polished and straightforward."

Joshua Rubenstein is highly regarded in the New York market for trust and estate matters. "He is one of the best lawyers I know," states a market source, adding: "He is brilliant with clients and has an incredible ability to get people on the same page." One interviewee praises his client service, noting: "Josh is amazing. He is very, very responsive, it doesn't matter what hour of the day I call." The interviewee continues: "What's super impressive about him is that he is able to think outside of the box and he is very open to new ideas."

Kathryn von Matthiessen enjoys a strong reputation for her expertise in tax planning for internationally mobile high net worth clients. A source says: "Kathryn is an excellent lawyer. She is extremely responsive, she is extremely knowledgeable and also very proactive. She is imaginative in her solutions. I really enjoy working with her." An interviewee observes: "She is really hard-working and gifted on technical tax issues. She is very practical and really knows her stuff. She is a go-to on international matters."

Ronni Davidowitz heads the firm's private wealth practice and focuses her practice on advising high net worth clients on complex tax and estate planning matters. "She is fantastic with clients and very knowledgeable," comments a source, adding: "She is very informed and creative in her approach. She is always on top of market developments." Another source highlights: "She is very pragmatic, intelligent and responsive."

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

50 Rockefeller Plaza

New York

New York

USA

10020-1605

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 3
Ronni G Davidowitz
Band 2