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Withers offers high net worth individuals and families a full range of trusts and estates services. Attorneys at the firm handle complex domestic matters, but the team is especially well known for its multi-jurisdictional capabilities.
The firm has offices in various locations around the USA and also has the advantage of having significant private wealth resources in other parts of the world. "They are very good on cross-border matters and will be strong in New York as well internationally, so that will make them an important resource for many clients," observes a market commentator.
David Stein assists wealthy families with significant closely-held enterprises with tax and estate planning matters and trust structuring. "I would happily pick him as my lawyer," says a fellow attorney, adding: "He does great work, both domestically and cross-border." Another source says that "he's quite an intellect - very thoughtful and great to collaborate with."
Ivan Sacks is "a prominent lawyer who enjoys a strong reputation beyond New York," states an interviewee. He advises wealthy families, entrepreneurs and closely-held enterprises on domestic and cross-border succession plans, and also assists institutional clients with fiduciary issues. Another commentator says: "He is strong when dealing with clients on a personal level. He is a calming force for a wealthy families and they trust him."
James Brockway advises on offshore trusts, family office matters and closely-held business tax issues. "We have had some very good collaborations and it was a very pleasant experience," says a peer, who continues: "He is a very accomplished and intelligent lawyer and good to work with."