DEPARTMENT PROFILE

Schulte Roth & Zabel LLP

Private Wealth Law

2 ranked individualsBand 4USAHigh Net Worth 2021 View ranking table
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Ranked Individuals
chambers review
department information
Ranked Individuals

Chambers Review

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Schulte Roth has a strong presence in New York and advises ultra high net worth individuals and families, including business owners, entrepreneurs and fund managers.

A market insider says that "they have a very committed practice," and another says that "they are terrific."

Notable practitioners

Susan Frunzi advises on the planning and administration of estates, as well as charitable planning issues. "There is never a time when I cannot get to her," says a source, who adds: "I really feel as though she has her clients' best interests at heart." Another source says she has "very good judgement" and is an "excellent lawyer."

William Zabel leads the firm's individual services group and is a highly respected trusts and estates attorney. He assists high net worth clients with estate planning and administration, tax planning, trusts and charitable giving strategies. A source says he is "just great - he is an icon," adding that "he is just brilliant, warm, kind and understanding" and "he has been my rock."

Department Information

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Overview

Schulte Roth & Zabel’s individual client services practice is one of the most sophisticated, extensive and diverse of any major law firm, representing many of the wealthiest individuals on their personal legal matters. The firm’s clients include entrepreneurs, some of whom are managers of large investment funds, as well as those individuals who have inherited substantial wealth. SRZ also represents individuals, banks and trust companies who are acting as fiduciaries, in both general administrative matters and litigated or contested matters

The firm’s individual client services practice encompasses much more than a conventional "trusts and estates" department, providing a full range of legal services to individual clients. SRZ lawyers assist clients in administering estates and trusts from inception, counseling them in the most tax-efficient and beneficial ways to fulfill the terms of a governing document, and helping clients throughout the world to achieve their personal and charitable goals

The firm assists clients in the formation of private foundations, public charities and split-interest trusts, and helps clients negotiate the terms of substantial direct gifts to public charitable institutions. SRZ's tax and other estate planning advice is tailored to the unique circumstances of each client, and it also advises clients on matrimonial matters including divorce settlement negotiations and mediations, as well as prenuptial, postnuptial and cohabitation agreements

Members

Frunzi, Susan C (Head of Department)

Zabel, William D (Head of Department)

Baptiste, Kim E.

Schmidt, Catherine Grevers

Private Wealth Law Department

Schulte Roth & Zabel LLP

firm
Department location

919 Third Avenue

New York

New York

USA

NY 10022

View Firm Profile

Ranked Individuals

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

USA

Private Wealth Law: Eastern Region


Susan C Frunzi
Band 3
William D Zabel
Senior Statespeople