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Chambers Review

Provided by Chambers
Private Wealth Law - Canada
1
Band 1

Miller Thomson represents high net worth clients including wealthy families, entrepreneurs and family offices. A source praises the geographic reach of the practice, saying: "Miller Thomson have an excellent national practice in Canada, with great expertise when it comes to all private client issues."

"They are exceptional," states an interviewee, adding: "Their understanding of jurisdictional nuances in each province towards private wealth is really what sets them apart." Another commentator enthuses: "They are very client-driven, very practical and very easy to deal with. The quality of the team is excellent. Miller Thomson has really become our go-to for cross-border issues."

Notable practitioners

The "exceptional" Kelly Charlebois is widely admired for her estate litigation practice. An interviewee comments: "She is hard-working, a force to be reckoned with, and she takes no prisoners. She is truly excellent." Another adds: "She is beyond knowledgeable and always has her clients' best interests at the front of her mind."

Elena Hoffstein has decades of experience advising high net worth clients and family-owned businesses on tax, trusts and business succession planning. "She is one of the best lawyers when it comes to charitable planning," states a source, and another concurs: "She is certainly considered a go-to in the industry for high net worth clients with complex problems." A commentator says: "I have also worked with Elena. She is a terrific lawyer and I really admire her and her practice. She is very experienced and her personal touch with clients is excellent."

Calgary-based William Fowlis KC advises on a full range of private client matters, with particular expertise in tax planning. "I have nothing but wonderful things to report about Bill. He is an absolute pleasure to deal with; he is very practical, thoughtful and knowledgeable," enthuses one source. Another comments: "He is incredibly smart and lovely to deal with. He has so much experience, which makes him incredible to deal with as he knows exactly what to do. He is very creative and really on the ball."

Edmonton-based Wendi Crowe leads the firm's national private client services group. She focuses her practice on tax, business succession and estate planning for high net worth clients. "She is very responsive and reliable," says one source, and another concurs: "She is a really strong lawyer and has a lot of depth in this space." An interviewee remarks: "She listens actively, intently and quietly until she is able to understand the circumstances, or requests being put to her, then she just solves complicated issues with a calm brilliance."

Rahul Sharma advises high net worth individuals and families on international tax, trust and estate planning matters. Sources praise his cross-border expertise, with one source noting: "Rahul's depth of knowledge when it comes to cross-border tax planning is brilliant. Whatever the scenario is, he's seen it before. He is completely unflappable." An interviewee remarks: "He is so incredibly hard-working; he has a work ethic like I have not seen in years. He is always switched on and prepared." Another comments: "He is always at the end of the phone to answer any question, big or small. His knowledge and attention to detail is excellent, and he has a great personal touch with clients."

Amanda Stacey has notable experience advising high net worth clients on estate planning, wills and trusts. She is highly regarded for her not-for-profit expertise, with one source noting: "She is a very good practitioner. She is a go-to for charitable planning." One interviewee says: "Amanda Stacey is a very talented lawyer. She is very bright and easy to deal with."

Ranked Individuals at
Miller Thomson LLP

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Canada

Private Wealth Disputes

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Kelly Charlebois
1
Band 1
Private Wealth Law

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Elena Hoffstein
1
Band 1
2
William Fowlis KC
2
Band 2
3
Amanda Stacey
3
Band 3
3
Rahul Sharma
3
Band 3
3
Wendi Crowe
3
Band 3