Arthur Dichter

Arthur Dichter

Director of International Tax Services  |  Berkowitz Pollack Brant Advisors and Accountants
JURISDICTIONS QUALIFIED IN

Florida

RECOMMENDED SPECIALISMS

Accountancy Firm


Alfred Bunge

Alfred Bunge

Managing Director  |  JP Morgan
JURISDICTIONS QUALIFIED IN

Florida

RECOMMENDED SPECIALISMS

Private Banker


Andrew Weinstein

+13057897755

Andrew Weinstein

Senior Partner  |  Holland & Knight
JURISDICTIONS QUALIFIED IN

United States
- Pennsylvania
- Florida
- New York

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Dispute resolution
Tax

Q&A

What has been the highlight of your practice over the past 12 months?

Resolution of two international tax disputes involving 6 to 10 years of service.

What advice would you give rising stars/new lawyers in the private client world?

Understand your client's business and investment affairs and objectives, provide hands-on guidance on a consistent basis, timely return their communications, act as a consigliere and not as someone who knows it all.


Todd Martin Beutler

+1 702 695 1471

Todd Martin Beutler

Managing Partner  |  BMT Law Group
JURISDICTION

United States
- New York
- Ohio
- Florida
- Illinois
- Oregon

INDUSTRY ACCOLADES

Chambers Private Wealth Asia ("skills make him a go-to expert on US law"; "He is exceptionally intelligent … he really knows his stuff");
Tax Director’s Handbook (‘tailor-made advice and alternative solutions’);
Legal 500 Asia Pacific;
Citywealth Leaders List;
Spear’s Hong Kong’s Best Tax and Trust Lawyers;
The International Who’s Who of Private Client Lawyers; and
STEP Hong Kong Executive Committee and Former US Branch Chair

TOP 3 AREAS OF EXPERTISE

International tax and trusts
Succession planning
Dispute resolution

Enhanced QnA

What has been the highlight of your practice over the past 12 months?

In a 7-year legal battle in California, successfully defending the individual trustee chosen by the deceased settlor against multiple malpractice claims over a period of years, and through a successful appeal overturning an erroneous trustee removal with the court upholding the pro-settlor legal principle that a settlor-selected trustee cannot be removed by beneficiaries based on their hostility to the trustee who, inter alia, enforced the settlor’s distribution requirements and limitations against the beneficiaries.

What advice would you give rising stars/new lawyers in the private client world?

Seek out mentors in and outside the trusts and estates field, gain experience in complimentary areas of the law, understand your client’s business and personal goals, and provide practical advice that solves problems and doesn’t just identify them – thereby becoming a trusted advisor to your client.

What is your favourite quote?

" Laws control the lesser man... Right conduct controls the greater one.” Mark Twain

If you were not a lawyer what would your career be?

Writer on food, drink, and travel.

What is your favourite restaurant in the world and what dish would you recommend?

Steirereck in Vienna. The seasonal menu - and recently the Schwarzauer Mountain Trout.
Rick Bayless restaurants in Chicago.
Local seafood restaurants from Honolulu to Vancouver to Hong Kong and Singapore.

What do you do to relax?

Relaxing by a beach or on a boat, enjoying the sun and fresh seafood - with a cool drink in hand. If it rains, classics and history novels are waiting in the wings. Wine tastings, especially Swiss, Austrian, and German reds. All with friends and family.

Who is the most inspiring person you have ever met or worked with?

In law, I had the good fortune to start my international tax and trusts practice at Squire Patton Boggs (then Squire Sanders) and worked with Terry Perris, at the time the firm’s Head of Tax and a former US Supreme Court law clerk. His intellect and passion for learning inspired my life-time practice goals, which were also influenced during my associate years working under Bob Denvir, the Head of Tax at Winston & Strawn, and Tom Fitzgerald, current Chairman of the firm, excellent lawyers and trusted advisors to their clients.

Outside of legal, what is your surprise expert subject?

Though not a native German speaker (or even a student of German), I have learned the songs from Karneval in Cologne/ Köln and sing them in the "Kölsch" dialect, including the song for the local Bundesliga team, FC Köln, earning a chapter in the club’s fan book.


Hal J. Webb

+1 305 350 7278

Hal J. Webb

Partner  |  Bilzin Sumberg
JURISDICTIONS QUALIFIED IN

United States (FL)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Asset holding structures
Tax

Q&A

What has been the highlight of your practice over the past 12 months?

I merged my practice with Bilzin Sumberg in 2016. Moving to a larger firm has provided additional support, collaboration and resources that have been beneficial to my clients and to my practice.

What advice would you give rising stars/new lawyers in the private client world?

It is vital to use every opportunity to gain knowledge and continue to develop areas of expertise. Being a successful private client attorney takes hard work, dedication, patience, and being a good listener.

What is your favourite quote?

"Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do," Steve Jobs.


Kathryn von Matthiessen

+1 212 940 8517

Kathryn von Matthiessen

Partner  |  Katten Muchin Rosenman
JURISDICTIONS QUALIFIED IN

United States (NY, FL)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Succession planning
Tax

Q&A

What has been the highlight of your practice over the past 12 months?

The highlight of my practice over the past year has been rejoining my prior firm, Katten, and working with my former partners. I have also very much enjoyed working with my clients, both old and new, on their complicated, cross-border planning needs.

What advice would you give rising stars/new lawyers in the private client world?

Find and attend the best conferences with the highest quality speakers addressing the tax laws and planning issues in their respective jurisdictions. Invest in your education and professional network. Stay abreast of current events on a worldwide basis.

What is your favourite quote?

"Perhaps he knew, as I did not, that the Earth was made round so that we would not see too far down the road," Isak Dinesen.


Matthew Sperry

+1 212 940 6667

Matthew Sperry

Partner  |  Katten Muchin Rosenman
JURISDICTIONS QUALIFIED IN

United States (NY, IL, FL)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Family office
Tax

Q&A

What has been the highlight of your practice over the past 12 months?

The privilege to have represented some of the preeminent trust companies in the world and connection with some of their most complex US-related tax and private client issues. But my personal practice and professional highlight was my law partners' appointment of me to lead McGuireWoods' Global Private Client practice. This was particularly fulfilling professionally given the quality of the private client lawyers in my firm and the firm's overall ranking in the US for private wealth law.

What advice would you give rising stars/new lawyers in the private client world?

I suspect the normal advice, like working hard, building a thoughtful network and being a subject matter expert/ thought leader. But I think that it is critical to listen, especially when working with private clients with global interests well beyond your home jurisdiction. And do not let ego take over your practice and professional relationships with colleagues.

What is your favourite quote?

As it relates to my career:
“Keep interested in your own career, however humble;
it is a real possession in the changing fortunes of time.
Exercise caution in your business affairs;
for the world is full of trickery.
But let this not blind you to what virtue there is;
many persons strive for high ideals;
and everywhere life is full of heroism.” Max Ehrmann, Desiderata


David Mizrachi

+507 263 0604

David Mizrachi

Senior Partner  |  Mizrachi, Davarro & Urriola
JURISDICTIONS QUALIFIED IN

United States (FL)
Panama

TOP 3 AREAS OF EXPERTISE

Family business governance
Dispute resolution
Corporate/ commercial

Q&A

What has been the highlight of your practice over the past 12 months?

Structuring viable wealth management vehicles to enable an orderly succession of control over several closely held businesses.

What advice would you give rising stars/new lawyers in the private client world?

Embrace innovation and cultivate talent. Act ethically and always be sensitive to cultural, educational and social diversity.

What is your favourite quote?

“Avoid stepping over others in order to achieve success. Instead, try to rise above them without hurting them.”


Francis Mirabello

+1 215 963 5248

Francis Mirabello

Partner  |  Morgan Lewis & Bockius
JURISDICTIONS QUALIFIED IN

United States (PA, CA, FL)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Administration of estates and trusts
Succession planning

Q&A

What advice would you give rising stars/new lawyers in the private client world?

Become an expert in your field, provide quality client service and be creative.


Marnin Michaels

+41443841208

Marnin Michaels

Partner  |  Baker & McKenzie
JURISDICTIONS QUALIFIED IN

United States (NY, MA, FL)

TOP 3 AREAS OF EXPERTISE

International tax controversy (white collar)
International wealth management (planning)
CRS/FATCA

Q&A

What has been the highlight of your practice over the past 12 months?

I have been leading a Major DOJ investigation involving tax investigation for a bank with issues in 8 jurisdictions.

What advice would you give rising stars/new lawyers in the private client world?

Always work to be better and you will be better.

What is your favourite quote?

“Quality begets quality.”