Department profile
Katten

Private Wealth Law

High Net Worth Guide 2026 : New York


Katten

Rankings

About

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.

Industries (6)

  • Private Clients / Individuals
  • Banks
  • Charities / Not for Profit
  • Financial Services
  • Health Care
  • Media

Chambers Review

Provided by Chambers

Private Wealth Law - New York

Band 2

Band 2


What the Team is Known For

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.

Strengths

Provided by Chambers

  • From senior partners to newer partners and associates, the Katten team is able to provide expertise at all levels of client needs, and in our experience, be responsive to both specific and general questions.

    Private Wealth Law respondentHigh Net Worth
  • The attorneys I deal with at Katten have a full appreciation of the complexity of the subject matter and the understanding of the procedures necessary for litigating in the Surrogate's Court.

    Private Wealth Law respondentHigh Net Worth
  • If necessary to litigate, you can absolutely rely on Katten to leave no stone unturned in their parallel effort to win the case, or settle it along the way.

    Private Wealth Law respondentHigh Net Worth
  • The Katten team have excellent technical abilities coupled with extensive experience and insights.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Band 1Joshua Rubenstein
    Band 1Joshua Rubenstein

    Joshua Rubenstein

    Joshua Rubenstein is highly regarded in the New York market for trust and estate matters. He is well equipped to handle both contentious and non-contentious matters, ranging from estate administration and planning to more complex cross-border disputes.
    • Joshua Rubenstein brings an unparalleled depth of experience to his representations that genuinely affects the dynamics of a litigation or negotiation.

      Private Wealth Law respondentHigh Net Worth
    • Joshua Rubenstein is one of the most well-respected trusts and estates attorneys in the country with a breadth of knowledge and experience held by few others. At the same time, he is easily approachable and has always been highly responsive to any communications from me.

      Private Wealth Law respondentHigh Net Worth
    • Joshua is an extremely powerful advocate for his clients. He navigates the complex world of private client law with incredible amounts of experience and indubitable wisdom.

      Private Wealth Law respondentHigh Net Worth
  • Band 2Bonnie Lynn Chmil
    Band 2Bonnie Lynn Chmil

    Bonnie Lynn Chmil

    Bonnie Lynn Chmil is well known for handling fiduciary litigation and advising high net worth individuals and families on private wealth matters.
    • Bonnie Lynn Chmil is fierce and absolutely brilliant as an advocate. There's no one quite as eloquent and classy as her. She's able to condense legal speak into an elegant and pithy submission.

      Private Wealth Law respondentHigh Net Worth
    • Bonnie Lynn Chmil is an extraordinarily adept litigator and counsellor. She has a great demeanour and works well with opposing counsel, but is laser-focused on getting the best results for her client.

      Private Wealth Law respondentHigh Net Worth
    • Bonnie is an excellent litigator and possesses a level of practicality that is critical when dealing with emotionally charged litigation.

      Private Wealth Law respondentHigh Net Worth
  • Band 2Ronni G Davidowitz
    Band 2Ronni G Davidowitz

    Ronni G Davidowitz

    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 has decades of experience in the area of trusts and estates. She is a tough litigator who fully appreciates and understands the intricacies of Surrogate's Court practice.

      Private Wealth Law respondentHigh Net Worth
    • Ronni Davidowitz is an excellent attorney and a pleasure to work with.

      Private Wealth Law respondentHigh Net Worth
  • Band 3Kathryn von Matthiessen
    Band 3Kathryn von Matthiessen

    Kathryn von Matthiessen

    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 von Matthiessen is an excellent attorney.

      Private Wealth Law respondentHigh Net Worth
    • Kathryn is very technical, precise and clear. I like working with her a lot.

      Private Wealth Law respondentHigh Net Worth
    • Kathryn von Matthiessen is a consummate professional. She has deep expertise when advising cross-border private clients and it is always a pleasure when one of our clients engages her services. She is thoughtful, creative and incredibly responsive to her clients.

      Private Wealth Law respondentHigh Net Worth
  • Band 5Parker Taylor
    Band 5Parker Taylor

    Parker Taylor

    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 a really strong advocate and a pleasure to work with.

      Private Wealth Law respondentHigh Net Worth

Ranked Individuals at Katten (6)

New York

Members

Provided by Katten

Katten has rankings in the following guides

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