Nixon Peabody LLP

Private Wealth Law Department

Massachusetts
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The Nixon Peabody private clients team in Boston handles tax, trusts and estate planning and administration matters for high net worth individuals, fiduciaries and charitable organisations. It is particularly noted for cross-border wealth planning, and its "professional, collaborative and client-oriented" attorneys are praised for being "very responsive and thorough."

"I am so pleased with them," says a client, adding that "I don't know of anything that they can improve on. They are so attentive, and they respond instantaneously. They are so efficient and knowledgeable. They have the depth to answer all my questions efficiently and effectively."

Notable practitioners

Evelyn Moreno is "lovely to work with and very personable and committed to clients," a source says. Moreno counsels high net worth clients, fiduciaries and non-profits on estate planning and wealth preservation and transfer matters. She is described as "very knowledgeable" and as "articulate, smart and collaborative - a pleasure to work with." One of Moreno's clients says she is "unbelievable - I can put a call in and even if she is tied up, she will not leave the office till she calls me. She makes me feel like I am her only client."

Jay Rosenbaum is best known for his international estate planning work for high net worth clients with significant cross-border interests. "He is really professional with a wealth of experience in private clients," says an interviewee, adding: "He is really client-focused, pragmatic and a great colleague to work with; the quality of cross-border work he and his team achieves is really impressive. He has very good skills when it comes to risk assessment – which is certainly a very valuable skill for private clients."

Sarah Connolly works with high net worth clients to develop estate plans and wealth structures. One source says Connolly is a "very good lawyer" who is "knowledgeable, responsive and represents her clients' interests well." Another says: "I have always been very impressed with her. She is very smart and diligent."