Private Wealth Law

Paul is extremely skilled and provides solid advice. He is probably one of the smartest estate planners I know.

Paul is super responsive, has extensive knowledge and his advice is concise and succinct.

Stu is amazing. He has a great depth of knowledge that can only come from years of experience.

Stuart has the greatest depth of knowledge of any professional in our orbit. He brings reasoned solutions that achieve the clients needs. He puts the client first in every way.

Stuart Tobisman has an impressive experience level.

Alyse is empathetic, responsive and collaborative.

Alyse is extremely responsive, technically strong and very collaborative.

There is nothing Alyse can't handle.

Alyse excels at client service and reaching for creative solutions.

Alyse is wonderful. She is extremely bright, thoughtful and responsive.

David Nelson is very responsive and knowledgeable.

David Nelson is so impressive. He understands complex legal situations and has knowledge like no other to steer through complex cases. He picks up on things immediately. He just gets things done so quickly as well.

Gabrielle is a brilliant strategist and tactician, who also has a very good touch with clients and is a fierce advocate when engaging with opposing counsel. She handles complex matters with great skill, getting to the heart of the issue to achieve great results.

Her presence in the room is strong. Everyone defers to her as an authority. Gabrielle is a real force to be reckoned with. She is so incredibly impressive.

Leah is the leading estate planner in LA. We trust her with resolving our most complex client issues with experienced and thoughtful advice.

Leah is very strong. Her responsiveness and client service is so quick and her depth of knowledge and advice is so robust and well supported by good research.

Michael Rosen-Prinz is my go-to for my family office clients.

Michael Rosen-Prinz is technically brilliant. He has a special skill set when it comes to international wealth planning. He is someone who gets into the weeds with the tax law, regulations and new case law.

Michael is one of the most sophisticated private wealth planning attorneys out there. I am always impressed with his advice, responsiveness and professionalism.

Besides being extremely skilled, Danielle is a pleasure to work with and clients love working with her. She’s dedicated and very responsive.

Danielle is exceptional. She is very knowledgeable and very wise in her approach to every problem. She has significant experience in the types of matters she is helping us with, and can point out potential pitfalls and options which has been very helpful for us.

Danielle is highly responsive and quite thorough on all aspects of complex engagements.

Jeffrey is a superb planner and counsellor.

Jeffrey Loeb gives exceptional advice. He is highly skilled and knowledgeable.

Rodney is a phenomenal litigator.

Rodney is a phenomenal lawyer. He is very smart and very strategic.

Rodney Lee is highly respected for good reason. He has good judgment and is unflappable in court.

Ron is a true professional. He has great experience and excellent bedside manner.

Alison is exceptionally skilled in complex and sophisticated estate planning techniques and excels at making complicated strategies easy to understand, while remaining consistently responsive and helpful.

Alison Telleen is kind and thoughtful and very technically astute. She is very good at explaining complex problems in a simple way. She has a really good bedside manner with clients too.

Alison is straightforward, responsive, smart and very easy to work with.

I love working with Alison. She clearly knows her stuff, is extremely smart and communicates clearly and effectively.

She is really thoughtful on how best to approach something with clients. They really respect her. She is very clear and articulate.

Myron is a true counsellor. He is valued for his experience, opinions and legal knowledge and skill.

Nicole Webb is very knowledgeable, professional and good at simplifying complex strategies for clients.

Nicole Webb is an excellent attorney who consistently provides comprehensive, thoughtful and strategic legal advice. She combines deep technical expertise with empathy and practical common sense, making her guidance both sophisticated and actionable.

She is very careful and conscientious as a planner. That combination of characteristics really does serve her clients well. She is also very easy to communicate with and takes time to explain things to clients clearly.

Nicole is a pleasure to work with. She does an excellent job structuring planning for clients' specific needs.