Private Wealth Law: Eastern Region | High Net Worth

Carlyn McCaffrey in New York has considerable experience advising on highly sophisticated wealth planning matters. McCaffrey is one of the most highly respected tax and trusts experts in New York and across the country.

David Pratt is chair of the private client services department at Proskauer Rose and has a strong national reputation in private wealth. He joined McDermott Will & Emery in July 2025 from Proskauer Rose.

Robert Lawrence of Cadwalader, Wickersham & Taft LLP has an excellent reputation for his work with ultra-high net worth individuals and their businesses.

Amy Erenrich Heller advises ultra-high net worth individuals on wealth preservation.

Beth Shapiro Kaufman of Lowenstein Sandler has an incredible reputation among market sources, with particular expertise in complex tax matters relating to trust and estates work.

Dina Kapur Sanna has an impressive international practice, with particular expertise in wealth management structures. Sanna also advises clients wishing to relocate to the USA on pre-immigration planning.

Ellen Harrison has particular expertise in advising high net worth individuals on their family office structures.

Jay Waxenberg advises on complex wealth planning matters, estate planning, tax-related work and trust and estate administration.

Leigh-Alexandra Basha has an impressive cross-border trust and estate practice. Basha is best known for pre-immigration planning and complex international tax compliance matters for international clients.

David McCabe advises high net worth and ultra-high net worth clients on complex estate and tax planning matters.

Laura Twomey of Simpson Thacher & Bartlett LLP has strong expertise in complex tax planning matters.

Anne O'Brien of Caplin & Drysdale advises high net worth clients on estate planning and administration and trusts. She also has considerable experience advising on federal and state tax law.

Christopher Boyett is co-chair of the firm's national private wealth practice and advises wealthy individuals, their families and businesses on estate planning and business succession. Boyett also advises on estate and trust administration.

Kimberly Cohen of Choate Hall & Stewart advises on a wide range of complex estate and tax planning matters.

Loretta Ippolito advises ultra-high net worth individuals on their estate and tax planning. She also advises on estate and trust administration.

Marc Bloostein of Choate Hall & Stewart advises on sophisticated estate planning and administration and trusts.

Martin Hall is chair of the private client group at Hall & Diana and advises on a range of tax and estate planning matters.

Mary Ann Mancini advises on a range of wealth planning matters but is especially well regarded for her insurance work practice.

Dean Berry of Cadwalader, Wickersham & Taft LLP enjoys a strong reputation for his expertise in wealth planning. He also acts for domestic and international clients on a variety of trust and estate matters.

Jonathan Forster advises high net worth individuals and their families and businesses as well as family offices on a range of wealth planning techniques. Forster also has particular and longstanding expertise in life insurance planning.

Shari Levitan advises ultra-high net worth clients on business succession and tax planning matters. Her clients include domestic and international wealthy individuals, and individual and institutional trustees.

Stephanie Heilborn heads Proskauer Rose's international private client services group and advises domestic and international high net worth individuals on estate and tax planning.