Department profile
McDermott Will & Schulte

Family Offices & Funds Structuring

High Net Worth Guide 2025 : USA - Nationwide


McDermott Will & Schulte

Rankings

Chambers Review

Provided by Chambers

Family Offices & Funds Structuring - USA - Nationwide

Band 1

Band 1


What the Team is Known For

National private wealth firm McDermott Will & Schulte has a distinguished practice with experts dedicated to complex family office formation and restructuring, compensation structuring and partnership tax issues, among others.

Strengths

Provided by Chambers

  • The team distinguishes itself through its deep expertise. They expertly navigate complex legal frameworks, offering strategic solutions that align with the specific needs of my family office.

    Family Offices & Funds Structuring respondentHigh Net Worth
  • I found them to be industry leaders and subject matter experts. The attorney representing me isn't just following somebody else's example but rather is one of the thought leaders in the space.

    Family Offices & Funds Structuring respondentHigh Net Worth
  • McDermott Will & Schulte have been an excellent firm in so many ways: very responsive, timely, and attentive to our needs. They spent hours walking us through the agreements in so much detail.

    Family Offices & Funds Structuring respondentHigh Net Worth
  • The McDermott team immersed themselves in our structure seamlessly, were extraordinarily responsive, and gave highly sophisticated and tailored advice. We are beyond thrilled with their service.

    Family Offices & Funds Structuring respondentHigh Net Worth
  • The team has a way of explaining things in a simple way that provides clarity without confusion. They are also problem solvers and are quick to provide solutions without overcomplicating things.

    Family Offices & Funds Structuring respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Band 1Patrick J McCurry
    Band 1Patrick J McCurry

    Patrick J McCurry

    Patrick McCurry exhibits a strong grasp of both income tax and private client issues. He is nationally renowned for implementing sophisticated family office and private investment structures.
    • Patrick is absolutely best in class and the premier attorney to work with in the space. This is known throughout the community. Even beyond that, Patrick is a joy to work with.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Patrick is extremely dedicated to his clients and provides a high level of service all the time. He takes the time to explain complex matters to clients and provide support when needed.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Patrick provides exceptional service and is highly knowledgeable. His expertise in managing complex and intricate matters is unmatched.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Patrick is practical, approachable and seeks creative solutions.

      Family Offices & Funds Structuring respondentHigh Net Worth
  • Band 1Thomas Ward
    Band 1Thomas Ward

    Thomas Ward

    Thomas Ward advises high net worth individuals and business owners on structuring family offices and investment partnerships in a tax-efficient manner.

    • I found him to be thoughtful and extremely well prepared.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Tom is my go-to partner for complex and sophisticated matters. We appreciate his immersive knowledge of our firm and his ability to connect the dots across myriad issues.

      Family Offices & Funds Structuring respondentHigh Net Worth
  • Band 2Lindsay Heyen
    Band 2Lindsay Heyen

    Lindsay Heyen

    Lindsay Heyen has a strong reputation for assisting clients with the formation and restructuring of family offices. Clients especially appreciate Heyen's efficiency and problem-solving skills.

    • Lindsay delivers exceptional service with a keen eye for detail and remarkable efficiency. Her extensive knowledge of family offices and structuring was evident throughout working with her.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Lindsay is an excellent partner for our team. She is efficient and a problem solver. She provides a high level of service and is always available to our team.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Lindsay is my go-to contact for any issue that arises related to our family office product. I can always count on her for a quick, fair, well-thought-out response.

      Family Offices & Funds Structuring respondentHigh Net Worth
  • Band 2Susan C Frunzi
    Band 2Susan C Frunzi

    Susan C Frunzi

    Susan Frunzi is an experienced private client lawyer based in New York. She regularly advises family offices and high net worth individuals on tax structuring, estate planning and trust issues.

    • Sue is very thoughtful, organised and accessible.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Susan is excellent, she's a trusted partner.

      Family Offices & Funds Structuring respondentHigh Net Worth

Ranked Individuals at McDermott Will & Schulte (4)

USA - Nationwide

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