Private Wealth Law
High Net Worth Guide 2024 : London (Firms)
Band 2
About
Provided by Stephenson Harwood LLP
The Stephenson Harwood international private wealth team advises clients in all aspects of international tax, trusts, cross border estates and trust and corporate structuring, to ensure that they hold their global assets in the best and most efficient way. As trusted advisors to clients around the world, we understand the challenges of managing wealth across jurisdictions generations. As part of a full-service international firm, the team is able to support clients with all of their legal needs, putting them at the heart of what we do. Our global perspective and personal touch ensure that we deliver comprehensive, bespoke and pragmatic solutions that address every aspect of our clients' needs and help them to achieve their goals. The team has a particular focus on complex international tax issues, trust and corporate structuring, family offices and family business and trust advice. We work closely with experts across the firm, domestically and internationally, to provide advice on all aspects of private wealth including immigration, art, yachts, jets, commercial and residential real estate, finance, corporate tax, governance for family businesses and family offices, and all aspects of litigation.
Chambers Review
Stephenson Harwood advises high net worth clients on matters relating to trusts, succession planning, wealth transfer and restructuring matters.
Strengths
Provided by Chambers
"Stephenson Harwood is always very adept at finding workable solutions to problems. The team has good experience in a wide variety of matters."
"Even when the matter is complex, the advice from Stephenson Harwood is always presented in a clear manner that is easy to understand. The team also has excellent international expertise."
"Stephenson Harwood work collaboratively and make use of the team's different skill sets, jurisdictional expertise and language capabilities to provide the best solutions."
"Stephenson Harwood is always very adept at finding workable solutions to problems. The team has good experience in a wide variety of matters."
"Even when the matter is complex, the advice from Stephenson Harwood is always presented in a clear manner that is easy to understand. The team also has excellent international expertise."
"Stephenson Harwood work collaboratively and make use of the team's different skill sets, jurisdictional expertise and language capabilities to provide the best solutions."
Notable Practitioners
Jonathan Conder leads a varied practice, advising on complex tax and trusts, family offices, and wealth structuring matters for ultra high net worth individuals and families.
"Jonathan is a very good adviser. He is super bright, very experienced, provides crystal-clear advice and he is down to earth. Jonathan is first-class and generally a nice bloke."
"Jonathan keeps close to his clients and knows what makes them tick. I am a big supporter of how good he is at client relationship management."
Beatrice Puoti is well known for her particular expertise on Italian matters, as well as her experience in international estate and tax planning, wealth management and trusts. Puoti was named Stephenson Harwood's head of private wealth in May 2024.
"Beatrice has the unique ability of being able to write cross-border wills and provide succession planning across jurisdictions. She is also extremely approachable and a joy to work with."
"Beatrice is excellent at representing high-end clients with complex, multinational issues."
"Beatrice Puoti is a bundle of charisma who lights up a room. You can see why she has such an incredible client following. Everyone is loyal to her: she runs teams really well and is very personable."
James Quarmby has expertise in offshore trust structures, cross-border tax and estate planning, as well as pensions-focused work.
"James is simply excellent. He has an approachable, easy manner and consistently provides clear concise advice on a range of topics."
"James Quarmby is excellent in his field of specialisation - mainly tax planning and structuring. He does this while keeping it simple and understandable for the private individual concerned."
"James is becoming a legend of the private wealth space because of his astute awareness of the environment in which we operate, which allows him to provide such relevant and effective advice."
Emily Osborne has expertise in trusts, succession and family governance, and cross-border tax. She has a particular focus on the Middle East.
"Emily is a font of knowledge for offshore pension work and she works efficiently to provide really clear advice. She is also a genuinely nice person, who has clients' best interests at heart."
"Emily Osborne is my favourite private client lawyer; she's just wonderful."
Michael Rutili focuses his practice on private wealth matters that generally involve European cross-border elements. He advises on offshore structuring, estate planning, and pre-arrival tax planning for internationally mobile clients.
"Michael's ability to speak a range of languages is very helpful, as is his understanding of European Law. This means he can look at the wider picture when advising international clients."
"Michael Rutili is very skilled, technically speaking. He knows by heart the applicable rules and best advice depending on the type of client and the type of wealth."
"Michael Rutili is perfect to work on cross-border Italian-related issues. For private clients coming from Italy, he can speak their language and he is also very responsive."
Ranked Individuals at
Stephenson Harwood LLP
London (Firms)
Members
Provided by Stephenson Harwood LLP