Private Wealth Law

Julie Kwon focuses on international and domestic wealth planning for wealthy families, specialising in advising on the relocation of funds and assets for clients looking to relocate.

Julie is outstanding. She is the expert on generation-skipping wealth transfers.

Julie is one of the smartest lawyers I've ever come across.

Read Moore is adept at advising clients on complex cross-border trusts and estates planning, including the relocation of assets.

Read is an extremely creative lawyer with an assured bedside manner.

Read's knowledge in the area of international estate planning and foreign trusts is astounding. He has great contacts, exceptional client service and provides solutions for clients.

Read clearly articulates complicated concepts. He is very patient and highly responsive to queries.

Nicole Pearl advises wealthy individuals, families and investors on estate planning, pre-IPO issues and business succession planning.

Nicole is brilliant and very responsive.

Nicole is great; she has a very sophisticated practice.

Nicole is very knowledgeable and I appreciate the way she blends the technical and practical sides of planning.

Elizabeth Glasgow advises wealthy individuals and families on a range of complex tax and estate planning issues, which often includes multiple jurisdictions.

Elizabeth also does a great job of explaining concepts to clients, which makes them feel comfortable and that they are in good hands.

Elizabeth is very active in the national tax planning community and advises clients on sophisticated transfer strategies.

Elizabeth is a unique talent within private wealth planning. She identifies significant issues that impact her clients' wealth transfer planning objections, and comes up with creative solutions.

Laurelle Gutierrez is focused on estate and tax planning, philanthropy and trust and estate administration.

Laurelle is great; she's really terrific.

Laurelle is really smart, pragmatic and creative.

Laurelle is a good private trust company lawyer. She is excellent.

Katrina Crafton Fluet advises on domestic and cross-border estate, tax, charitable and business succession planning.

Katy is extremely thoughtful and very responsive. She always works to come to the right solution for a client while managing all the practical components.

Katrina is very knowledgeable, collaborative and thoughtful. She is experienced in dealing with sophisticated planning matters and brings a wide array of experience to client solutions.

Katrina is thoughtful and practical; willing to review and educate as well as discuss alternatives approaches.

Robert Barton represents clients on complex trust and estate litigation matters. He acts for trustees and beneficiaries in cases concerning undue influence, breach of duty and other matters.

Robert is very smart, responsive and thorough.

Robert is very good. He does a good job and continues to do excellent work.

Robert provides keen understanding and empathy in balancing client’s needs. He has a high level of service and is a progressive thinker.