Private Wealth Law

The private client services team at Lane Powell is highly respected for its expertise and work regarding contentious and non-contentious issues relating to private wealth. It advises high net worth families and individuals on trusts, estates, cross-border matters and disputes.

"They are like a one-stop shop for families with regard to all private wealth and dispute matters. They offer a very personable and sophisticated approach to each and every client."

"I have found their whole team to be exceptional. They are fantastic in client relationships and they offer sound and comprehensive solutions."

Charles Riley advises his high net worth clients on tax, philanthropic and estate planning, business succession and trust administration. "Charles Riley is very compassionate and understanding while also being very technical and thorough." "Charles Riley is awesome. I would refer any client to him if I'm conflicted."

Gail Mautner leads the fiduciary litigation team at the firm and is highly regarded for her expertise in trusts and estates. "Gail Mautner is very responsive, thorough, very engaged in matters and is very knowledgeable."

Sarah MacLeod's practice is focused on high-value matters relating to trusts, business succession planning, estate tax returns and real estate planning. "Sarah MacLeod is very good, one of the best estate attorneys around. She is very thorough, calm and a great person to deal with." "Sarah is really terrific and clients speak very fondly of her. She is responsive, sophisticated in her planning and really instils confidence."

Heidi Orr advises high net worth clients on a range of matters relating to estates, trusts and taxation. "I would say Heidi Orr is dynamic, responsive and provides holistic advice." "Heidi is my go-to person. She has immense experience of a lot of matters. She is personable, approachable and has a remarkable ability to address things on the spot."

Mary Lee Moseley is a well-regarded practitioner who advises her clients on estate planning and trust and estate administration. "She is very technically sound - she is great."

Gary Kirk advises high net worth clients on estate, tax and business succession planning.

Jenifer Jewkes advises her clients on estates, trusts and cross-border tax issues. "Jenifer Jewkes is highly responsive, very creative and very thorough."