Family Offices & Funds Structuring
High Net Worth Guide 2024 : USA - Nationwide
Band 2
Contact number
+1 212 756 2000Chambers Review
Schulte Roth & Zabel has an impressive reputation for its work with high net worth clients. The firm provides tax structuring advice concerning the formation of family offices and advises entrepreneurs on fund management and estates issues.
Strengths
Provided by Chambers
"The Schulte team has intimate knowledge of the wealth and investment management industry and overall excellent commercial awareness."
"There are no estate or tax issues they are not capable of handling."
"They are a terrific team - a very smart set of attorneys who helped us sort through complicated issues for our client."
"The Schulte team has intimate knowledge of the wealth and investment management industry and overall excellent commercial awareness."
"There are no estate or tax issues they are not capable of handling."
"They are a terrific team - a very smart set of attorneys who helped us sort through complicated issues for our client."
Notable Practitioners
Susan C 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's knowledge is encyclopaedic and she communicates it to the clients in a way that helps them understand and be comfortable with very complicated matters."
"Susan Frunzi is an excellent communicator and practical adviser. She is great."
"Susan always puts her clients first and has been very good to work with. She pays close attention to detail and is able to explain client issues."