High Net Worth Guide 2026 : USA - Nationwide
Ranked Individuals
Provided by Chambers
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 other things.
Provided by Chambers
McDermott Will & Schulte are respected and can be trusted to act in the client's best interest. Their attention to detail is impeccable, and their customer service levels are the highest I have seen from a professional service organisation. I work exclusively with McDermott Will & Schulte because I trust them implicitly.
McDermott Will & Schulte's team stand out for their superior knowledge and extensive experience when dealing with highly complex matters, their sensitivity to interpersonal and family relationships, their calm and balanced relationship management, and their excellent service and responsiveness.
McDermott Will & Schulte is top-notch and is the premier firm for family office and estate planning.
McDermott Will & Schulte are unmatched in their ability to provide sophisticated legal advice across all areas impacting family offices. The team has a breadth and depth of knowledge that I have not come across in any other law firm.
Provided by Chambers
Patrick is excellent and a great pleasure to work with. He is very intelligent, savvy, a quick thinker and current on best practices. I would strongly recommend him to any family office.
Patrick has served as a trusted adviser and has helped to navigate incredibly complex family office and corporate governance matters.
Patrick is very practical and makes complex tax legislation easy to understand.
Patrick has been the best attorney we've ever worked with. He brings lots of value and insight to the table. His advice is technical and actionable.
Thomas Ward advises high net worth individuals and business owners on structuring family offices and investment partnerships in a tax-efficient manner.
Thomas is our saviour in every situation. He is extraordinarily thoughtful and creative in his solutions, flexible when he needs to be, and thinks of things that others do not.
Tom is the best family office lawyer in the United States. He understands family offices, both technically and practically. His technical skills are outstanding, but more importantly, his judgement and advice are reliable and extremely valuable. He takes the time to really know his clients and helps them achieve their objectives. He is a great communicator, even with difficult topics. He is extremely responsive and easy to work with. On any issue, even if it's not his expertise, Tom is my first call.
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.
Susan and her team are simply outstanding in every way.
Susan Frunzi recognises client needs and is able to convey them in a concise and thoughtful manner.
James McCann advises on cross-border and high-value family office matters for ultra-wealthy clients. He handles corporate and investment matters, estate and tax planning work, business succession and family office structuring.
Jim McCann thinks about tax issues from a principles-first basis and provides tailored, sophisticated and high value-add advice.
James has guided our family office on partnership tax matters for over five years, providing clear, actionable solutions to highly complex issues. His advice is always sophisticated enough to meet our goals while remaining straightforward to implement.
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 has been amazing to work with. She is super responsive and thoughtful.
Lindsay is thoughtful, approachable and a great resource for our team.
Lindsay Heyen is an excellent attorney leading corporate compliance efforts across multiple legal entities.
Family Offices & Funds Structuring
Family Offices & Funds Structuring
Family Offices & Funds Structuring
Family Offices & Funds Structuring
Family Offices & Funds Structuring
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