Firm Management: Stephanie Breslow, David Efron, Marc Elovitz, Susan Frunzi, Eleazer Klein, Frederic Ragucci, Paul Roth, Alan Waldenberg, Peter White, Richard Piotrowicz (CFO), Brian Schare (COO)
Number of partners: 84
Number of lawyers: 348
Schulte Roth & Zabel LLP’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 in the country 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. Its lawyers assist clients in administering estates and trusts from inception, counselling them in the most tax-efficient and beneficial ways to fulfil 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.
The firm also represents individual clients on a variety of personal matters not strictly related to estate planning or estate and trust administration, including in connection with family businesses, buy-sell agreements, and succession planning, as well as residential real estate and family disputes.