Elizabeth Kubanik

+44 20 7959 8403

Elizabeth Kubanik

Associate  |  Sullivan & Cromwell
JURISDICTIONS QUALIFIED IN

New York

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Succession planning
Residency and domiciliation

Q&A

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

The highlight of my past 12 months is being part of a fast paced global practice which allows me the honor of working with a diverse range of clients, and brilliant lawyers on some of the most exciting matters.

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

Be proactive, both in building your network and in terms of always seeking to grow your knowledge and experience. Always remember that there is something to learn from everyone and every work opportunity, so stay open and say yes.


Robin Rathmell

+1 646 327 9424

Robin Rathmell

Partner  |  Kobre Kim
JURISDICTIONS QUALIFIED IN

Washington DC
New York
British Virgin Islands
England and Wales

TOP 3 AREAS OF EXPERTISE

Asset Protection
Dispute Resolution
Asset holding structures

Q&A

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

Working on high-profile civil and criminal asset forfeiture and related trusts matters, as well as commercial and insolvency litigation around the world, often involving parallel actions brought by both U.S. and non-U.S. government agencies.

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

Don’t be a lawyer, be a problem-solver.

What is your favourite quote?

"If you can’t explain it simply, you don’t understand it well enough.” – Albert Einstein


Vlad Portnoy

+1 212 920 6371

Vlad Portnoy

Managing Partner  |  Law Offices of Vlad Portnoy, P.C.
JURISDICTIONS QUALIFIED IN

New York
New Jersey

TOP 3 AREAS OF EXPERTISE

Estate Planning
Probate and Administration of Estates (including cross-border)
Guardianships

RECOMMENDED SPECIALISMS

Private Investment Office

Q&A

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

Many exciting and challenging legal matters, including several highly coveted fiduciary Court appointments

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

Listen to your clients. Understand not only their immediate needs but also their hopes, dreams and motivations. Always try to understand your client better as a human being before bringing it back to the legal or business talk.

What sets you apart from your peers?

Personal touch and care. Also, I am bilingual in English and Russian. Having received high school education in Russia, and having gone through graduate and law programs in the United States, I keenly understand the way both countries operate and the way their citizens think and behave. As court-certified interpreter, I can translate not only between the two languages but also convey ideas, so nothing is ever lost in translation.

What is your favourite quote?

"I can accept failure. But I can't accept not trying." - Michael Jordan


Claudia Caffuzzi

Claudia Caffuzzi

Vice Chairman  |  JP Morgan
JURISDICTIONS QUALIFIED IN

New York

TOP 3 AREAS OF EXPERTISE

Planning for Latin American individuals
US cross border planning

RECOMMENDED SPECIALISMS

Private Banker
Multi-National Families

Q&A

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

I have been advising clients in Latin America for over twenty-five years, and have had the pleasure of helping families pass their wealth across generations, with multiple jurisdictions involved. Through my practice and professional network I have been able to share trends and experiences from across the globe to clients throughout Latin America, with a focus on Mexico.

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

I think the best advice I can give to someone starting out in their career is that private client work requires a deep sense of empathy, great curiosity, a strong moral compass and a keen eye for detail.


Wei Zhang

+852 3711 1644

Wei Zhang

Partner, Registered Foreign Lawyer  |  Withersworldwide
JURISDICTIONS QUALIFIED IN

California, USA
New York, USA
Connecticut, USA


Michael Ben-Jacob

+1 212 836 8310

Michael Ben-Jacob

Partner  |  Arnold & Porter
JURISDICTIONS QUALIFIED IN

New York


Erik Wallace

+852 3166 6903

Erik Wallace

Partner  |  Stephenson Harwood
JURISDICTIONS QUALIFIED IN

Hong Kong
New York

Q&A

What is your favourite quote?

“This is a question too difficult for a mathematician. It should be asked of a philosopher"(when asked about completing his income tax form)” ― Albert Einstein


Sasha Grinberg

+1 212 504 5642

Sasha Grinberg

Associate  |  Cadwalader, Wickersham & Taft
JURISDICTIONS QUALIFIED IN

New York

TOP 3 AREAS OF EXPERTISE

dministration of estates and trusts
Complex cross-border planning
Succession planning

Q&A

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

The highlight of my work is participating in ground-breaking projects for our clients. I work with an outstanding group of attorneys and staff who are creative, knowledgeable and responsive. We are constantly dealing with the most complex cross-border situations and pride ourselves in having a diverse talent group to fulfil the many needs of our clients.

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

I would advise rising starts to continue to learn, work well with others, and stay as responsive as you can to the needs of your clients.

What is your favourite quote?

“Success is not final, failure is not fatal: it is the courage to continue that counts.”Winston Churchill


Basil Zirinis

+442079598900

Basil Zirinis

Partner  |  Sullivan & Cromwell LLP
JURISDICTIONS QUALIFIED IN

United States
- New York

TOP 3 AREAS OF EXPERTISE

Dispute resolution
Family business governance
Personal and estate planning

Q&A

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

Working with a team of leading English and offshore advisers on a series of complex restructurings of a network of large trusts to enable the settlor and beneficiaries to live wherever they wish, without adverse tax consequences.

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

Culture – focus on understanding the cultures (both legal and national) of the jurisdictions with which you are working.

What is your favourite quote?

“Direct action… It beats legislation,” Ernest Hemingway.


Tina Wüstemann

+41 58 261 50 00

Tina Wüstemann

Partner, Head Private Clients  |  Bär & Karrer
JURISDICTIONS QUALIFIED IN

Switzerland
United States (NY) (non-practising)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Administration of estates and trusts
Dispute resolution

Q&A

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

Representation and lead counsel (of several teams of lawyers) in multi-billion, complex trust and estate litigation with regard to a Swiss estate, involving assets and various structures in numerous civil law and trust jurisdictions.

Advising UHNW individual and his family with overall wealth and estate planning, including succession and family law matters, corporate matters and family governance.

Appointment to the Board of Protectors for a European family that holds a $5
billion industrial group.

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

Apart from broad expertise, not only with regard to the client's own jurisdiction but also to other systems of law and cultures, be a good listener, understand the family dynamics, have good common sense and great empathy for the clients.

What is your favourite quote?

"Motivation comes from working on things we care about. It also comes from working with people we care about" – Sheryl Sandberg