Private Wealth Law
High Net Worth Guide 2024 : New York
Band 2
Contact number
+1 212 940 8800About
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.
Chambers Review
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
"Katten is excellent and communicates very well. They are also practical and very knowledgeable."
"The Katten team is very skilled and very knowledgeable on the family and tax side. They've seen and done it all before, there's nothing new to them."
"They have a really solid disputes practice."
"Katten is excellent and communicates very well. They are also practical and very knowledgeable."
"The Katten team is very skilled and very knowledgeable on the family and tax side. They've seen and done it all before, there's nothing new to them."
"They have a really solid disputes practice."
Notable Practitioners
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 is an excellent lawyer, a great litigator and an excellent moderator. He gets straight to the point of things and is really experienced."
"Josh Rubenstein has the talent of an experienced lawyer: explaining the complex in a simple manner and focusing on the solution."
"He is very wise, very smart, very experienced, and he is an incredible communicator. He's very empathetic and deals with clients and situations very well."
Bonnie Lynn Chmil is well known for handling fiduciary litigation and advising high net worth individuals and families on private wealth matters.
"Bonnie is intellectually one of the most gifted human beings I've worked with. She's incredibly smart, has an encyclopaedic knowledge of the law, and also carries the respect of a judge and jury."
"Bonnie Chmil is extremely responsive and available."
"She is smart, practical, and knows how to get things done."
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.
"Ronni is phenomenal and a veteran in this practice."
"Ronni Davidowitz is one of the trailblazing women in this field and has built an excellent practice."
"She's impressive, smart and practical."
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 responsive and knows her area of expertise well, so she gets what the client needs faster and easier."
"She's very strong technically in cross-border matters."
"Kathryn is extremely technical. She's got a great brain for tax and trusts, and gets into the granular detail. Where there is a time pressure, Kathryn is easy to work with and user-friendly."
Ranked Individuals at
Katten
New York
Members
Provided by Katten
Jonathan C. Byer
Kathryn von Matthiessen
Industries
Provided by Katten
Banks
Charities / Not for Profit
Financial Services
Health Care
Media
Private Clients / Individuals