Private Wealth Law
High Net Worth Guide 2024 : Ohio
Band 1
Email address
[email protected]Contact number
+1 216 566 5500About
Provided by Thompson Hine LLP
Thompson Hine’s Personal & Succession Planning practice advises clients on business succession planning, fiduciary litigation and other matters, family office services, domestic and international estate planning for high-net-worth individuals, and corporate and private philanthropy. Our practice expanded in 2024 to include team members in Chicago, with the addition of Rima Ports from Northern Trust, and in the firm’s new Los Angeles office (and clients with California matters represented by Mark Conway and Ashley Weyenberg). As illustrated in the expanded client listings, our practice continues to grow in the areas of high-net-worth business succession planning; family office structuring, implementation, and administration; and international estate planning. We continue to focus on highly sophisticated clients who seek modern, flexible, and customized planning solutions. Our work often involves coordinating with other financial, accounting, and legal advisers, and we have established a strong reputation for promoting collaborative relationships with clients and their advisers. The international footprint of our practice continues to expand as we collaborate on estate planning, wealth transfer, and complex tax advice for multinational families. We often partner with financial, accounting, and legal professionals around the world, most recently in Belgium, New Zealand, Austria, France, Bahamas, Brazil, Ireland, Japan, Spain, Switzerland, UAE, and the United Kingdom.
Chambers Review
Thompson Hine assists clients in estate planning, business succession planning, fiduciary and charitable matters. It has offices in Cleveland, Dayton, Cincinnati and Columbus.
Strengths
Provided by Chambers
"They are able to handle complex and sophisticated matters easily."
"Each attorney I've worked with provides excellent client service."
"They are able to handle complex and sophisticated matters easily."
"Each attorney I've worked with provides excellent client service."
Notable Practitioners
Mark Conway leads on complex private client work related to business succession planning and trusts restructuring.
James Spallino handles domestic and international estate planning matters for high net worth clients. This includes business and family wealth succession planning, as well as gift tax matters and private foundations.
"He is very technically competent and is nice, with a great bedside manner as well."
"Jim is a pleasure to work with. He's able to explain complex matters clearly."
Amie Vanover is an expert in advising clients in business succession and estate planning matters. She combines this expertise with proficiency in tax-related issues to service wealthy clients both domestically and abroad.
"Amie is a great communicator. She is extremely bright and knows the law and client well. She is very careful when doing planning and identifying the risks. She is also practical in the application."
"She is very organised and thoughtful."
"I have a high regard for Amie. She is a great intellectual."
Patrick Saccogna handles the full suite of tax and succession planning matters for high net worth clients and their closely-held businesses.
Ashley Weyenberg advises private clients on sizeable trust restructuring projects and wealth transfer strategies.
"Ashley's a super-smart, very careful and responsible lawyer. She's great."
Ranked Individuals at
Thompson Hine LLP
Ohio
Members
Provided by Thompson Hine LLP