Department profile
Withers

Private Wealth Law

High Net Worth Guide 2025 : Connecticut


Withers

Rankings

About

Provided by Withers

Withers Bergman LLP, also known as Withersworldwide outside of the United States, is one of the world's best-known (and most sought-after) law firms for privately held capital, in particular, among multi-generational, high net worth, and ultrahigh net worth families to service their sophisticated legal needs. With 17 global offices, including Connecticut, Massachusetts, New York, California, London, Hong Kong, and Singapore, and over 200 attorneys globally, including 100 in the US, we are incredibly well placed to advise on cross-border issues.

 
We are highly regarded in all aspects of traditional private wealth law but what sets us apart is our highly quantitative approach to practicing and servicing our clients. Our innovative lawyers customize, develop, and implement sophisticated investment tools, planning techniques, financial models, and systems that transfer content into relatable and easy-to-use ideas. We understand that every client and transaction presents unique challenges that require bespoke advice and thorough legal guidance.

Industries (11)

  • Charities / Not for Profit
  • Private Clients / Individuals
  • Media
  • Energy
  • Financial Services
  • Insurance
  • Pharmaceuticals & Life Sciences
  • Real Estate
  • Software & Computer Services
  • Sports
  • Technology, Hardware & Electronics

Chambers Review

Provided by Chambers

Private Wealth Law - Connecticut

Band 1

Band 1


What the Team is Known For

Withers Bergman handles trust and estate planning for high net worth and ultra high net worth clients at both a domestic and international level. In addition, Withers Bergman's attorneys also offer offshore trust and foreign investment planning.

Strengths

Provided by Chambers

  • Withers Bergman has exceptional in-depth knowledge of complex tax regulations, statutes and case law. It stays on top of regulatory insights and has the ability to predict legislative changes.

    Private Wealth Law respondentHigh Net Worth
  • Withers Bergman is at the top of its game in knowledge, proactive thinking and support, with strong transactional capabilities.

    Private Wealth Law respondentHigh Net Worth
  • Withers Bergman is the best in the high net worth and international space. It is also extremely creative and practical in finding solutions for clients and in its planning recommendations.

    Private Wealth Law respondentHigh Net Worth
  • Everyone at Withers is in one way or another involved in private wealth. It always has an attorney who is well qualified to handle the issue a client faces, no matter how unique or complicated.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Senior StatespeopleStanley Bergman
    Senior StatespeopleStanley Bergman

    Stanley Bergman

    Stanley Bergman advises high net worth and ultra-wealthy clients on a wide array of matters including estate planning, trusts and tax matters.

  • Band 3William J. Kambas
    Band 3William J. Kambas

    William J. Kambas

    William Kambas is renowned for his international tax expertise. He frequently guides family businesses in implementing wealth transfer structures and in making material investments.
    • William Kambas is very thoughtful. He takes a very macro and holistic view to client relationships.

      Private Wealth Law respondentHigh Net Worth
    • William Kambas has exceptional knowledge and can think outside the box.

      Private Wealth Law respondentHigh Net Worth
  • Band 4David Stein
    Band 4David Stein

    David Stein

    David Stein splits his time between Withers' New Haven, New York and San Francisco offices. He provides succession planning and tax planning advice to high net worth clients.

    • David Stein is a super sophisticated, super smart and strategic lawyer.

      Private Wealth Law respondentHigh Net Worth
    • David Stein has a unique ability to understand varying circumstances and tailor strategies that address the needs of the client.

      Private Wealth Law respondentHigh Net Worth
  • Band 4Edward Renn
    Band 4Edward Renn

    Edward Renn

    Edward Renn advises domestic and international high net worth individuals on estate, tax and business succession planning.
    • Edward Renn is a brilliant tax lawyer for US domestic estate planning. Renn is the type of attorney who is practical and sees things from the side of clients.

      Private Wealth Law respondentHigh Net Worth
  • Band 4James Brockway
    Band 4James Brockway

    James Brockway

    James Brockway is well known for advising high net worth individuals on a range of private wealth matters. He often advises clients on international tax and estate planning, as well as business succession planning and offshore trust planning.
  • Band 4Karen Yates
    Band 4Karen Yates

    Karen Yates

    Karen Yates advises clients on business succession matters and tax planning.
    • Karen Yates is a smart individual whose talent level is off the charts. She can really get into the weeds and the detail of specific situations.

      Private Wealth Law respondentHigh Net Worth

Ranked Individuals at Withers (6)

Connecticut

Members

Provided by Withers

Withers has rankings in the following guides

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