High Net Worth Guide 2026 : California: Southern
Ranked Individuals
Provided by Chambers
McDermott Will & Schulte's private wealth practice in California is focused on trusts and estate planning for wealthy families, individuals and closely held businesses. The lawyers often advise on cross-border matters for ultra wealthy clients.
Provided by Chambers
McDermott has the ability to be dynamic and flexible in achieving clients' objectives. It utilises expertise across the firm to deliver a seamless yet sophisticated solution.
McDermott is full service. In my experience, they are the only consistently reliable and solution-oriented firm in the private client market that has the expertise and bench depth to advise my clients across all family office and investment matters.
McDermott has industry-leading expertise in estate, gift, GST and income tax for ultra high net worth individuals, their families and family offices.
The trusts and estates department at McDermott specialises in cutting edge, thoughtful and exciting estate planning techniques for the wealthiest families and family offices.
Thought leadership is clearly my favourite part about working with them. In the various estate planning areas, they will bring the best ideas in market given their expertise and experience with major clients.
Provided by Chambers
Julie is above expectations on finding solutions for clients and building expertise that can assist across the wide variety of issues facing high net worth families.
Julie is super smart and cuts to the chase. She is highly valued by those that want a no-nonsense, high IQ lawyer.
Julie is fabulous and top of the line, especially for GST issues.
Julie is my first call. She is really knowledgeable, very bright and direct. She is respected in every room she walks into and very good at managing relationships.
Read's really first rate. In terms of US cross-border work, he's one of the top one or two in that field.
Read is incredibly incredibly smart. He understands the US tax landscape in a huge amount of detail; probably more than anyone else we have worked with.
Nicole is such an expert on estate planning. She is also very responsive to our needs and gives us much needed guidance.
Nicole Pearl is an outstanding lawyer and one of the best trust and estate and family office attorneys in the country.
Nicole is top notch. She is very proficient in her technical skills, but unlike a lot of attorneys, she can bridge technical knowledge to a very practical and consultative approach for non-technical clients to make actionable decisions.
Robert Barton represents clients in complex trust and estate litigation. He acts for trustees and beneficiaries in cases concerning undue influence, breach of duty and other matters.
Robert is a very strategic lawyer and thinker and he knows how to remain calm in stressful situations.
Robert is a well-known expert in the field of trust and estates litigation. He is very knowledgeable and resourceful. He is known to be collegial and professional, and is held in high regard among peers and other firms in this area.
Robert Barton is a facilitator. He has a very good style for getting matters resolved.
Katy operates as if she is a member of the client's family office. She collaborates with full engagement and participates from beginning to end in order to bring a solution to a family.
Katy is an absolute pleasure to work with and one of the top talents at the firm.
Katrina is a critical part of the team and does a great job. She is very knowledgeable, thoughtful in her approach, easy to talk to and reliable.
Laurelle Gutierrez is focused on estate and tax planning, philanthropy and trust and estate administration.
Laurelle has exceptional expertise in the ultra high net worth segment. She is also really sophisticated around cross-border planning. Somehow she stands out in responsiveness too; she gets back immediately with great ideas.
Laurelle is an outstanding estate attorney. She cares about each and every client individually and can configure a plan that works well for each family
Private Wealth Disputes
Private Wealth Law
Private Wealth Law
Private Wealth Law
Private Wealth Law
Private Wealth Law
High Net Worth 2026
Practice area: Private Wealth Law
Location: USA - Nationwide
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Location: District of Columbia
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Location: California: Southern
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