Jared Szychter

Jared Szychter

Managing Director  |  Grant Thornton
JURISDICTIONS QUALIFIED IN

United States

RECOMMENDED SPECIALISMS

Financial Advisory Firm


Jeffrey Mitzak

Jeffrey Mitzak

Vice President, Private Wealth Management  |  Goldman Sachs
JURISDICTIONS QUALIFIED IN

United States

RECOMMENDED SPECIALISMS

Private Banker
Private Client Asset Manager


Matt McCutchen

Matt McCutchen

CEO  |  McCutchen Group
JURISDICTIONS QUALIFIED IN

United States

RECOMMENDED SPECIALISMS

Private Investment Office


Timothy McBride

Timothy McBride

Regional Director  |  Bessember Trust
JURISDICTIONS QUALIFIED IN

United States

RECOMMENDED SPECIALISMS

Financial Advisory Firm
Private Banker
Private Investment Office


Kent D. Lawson

+1 415 967 0201

Kent D. Lawson

Principal  |  Vela International Tax Advisory
JURISDICTIONS QUALIFIED IN

United States
California

TOP 3 AREAS OF EXPERTISE

Global tax planning
Compliance
Controversy matters for private clients

RECOMMENDED SPECIALISMS

Q&A

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

Using an international tax treaty to help save a business with several thousand employees that was in jeopardy due to onerous tax law changes.

What sets you apart from your peers?

I am often able to solve problems that my peers cannot because my advice is informed by a deeper understanding of international tax law and is also more creative and flexible.

What is your favourite quote?

"My only regret in life is that I have not drunk more champagne.” - John Maynard Keynes


Wei Zhang

+852 3711 1644

Wei Zhang

Partner, Registered Foreign Lawyer  |  Withersworldwide
JURISDICTIONS QUALIFIED IN

California, USA
New York, USA
Connecticut, USA


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


David Wilson

+41 22 707 8000

David Wilson

Partner, Private Clients and Estates  |  Schellenberg Wittmer
JURISDICTIONS QUALIFIED IN

Switzerland
United States

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?

Advising a billionaire Mexican client on CRS, proceeding to an extensive restructuring of the complex family structures (involving Singapore, Bahamas and New Zealand) and relocating family members.

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

Stray hungry, stay humble.

What is your favourite quote?

“The more corrupt the republic, the more numerous the laws,” Tacitus.


Warren Whitaker

+12122972468

Warren Whitaker

Partner  |  Day Pitney
JURISDICTIONS QUALIFIED IN

United States
- New York
- New Jersey

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Administration of estates and trusts
Succession planning

Q&A

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

Creating a US private trust company to act as trustee of a variety of US and offshore trusts for a cross-border family.

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

The cross-border estate planning field holds enormous opportunities, with increasing globalisation, exchange of information and pressures for compliance.

What is your favourite quote?

"The fault is not in our stars, But in ourselves,” Julius Caesar.