Nicholas Heuer

+1 312 902 5549

Nicholas Heuer

Senior Associate  |  Katten Muchin Rosenman LLP
JURISDICTIONS QUALIFIED IN

USA

TOP 3 AREAS OF EXPERTISE

Cross-Border Tax and Succession Planning
Family Office and Business Governance
Global Reporting and Disclosure Regimes

Q&A

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

Assisting two non-US trustees restructure twenty-six trusts, including their underlying direct and indirect business interests, in a tax neutral manner that maximizes benefits for future US beneficiaries, protects each beneficiary’s privacy, and creates more administrative and cost efficiency in respect of the global structure.

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

Only create complexity when necessary.

What is your favourite quote?

"Character cannot be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved." - Helen Keller


Di Fu

+1 312 624 6352

Di Fu

Associate  |  Benesch
JURISDICTIONS QUALIFIED IN

USA

TOP 3 AREAS OF EXPERTISE

International tax planning & structuring
Succession planning and global family governance
Tax compliance, regularization, voluntary disclosure procedures and global reporting classification and compliance (i.e., CRS / FATCA)

Q&A

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

Assisted in establishing a charitable foundation dedicated to the life of a world-renowned architect

What is your favourite quote?

"As heaven maintains vigor through movements, a gentle man should constantly strive for self-perfection. As earth's condition is receptive devotion, a gentle man should hold the outer world with broad mind." - The I Ching.


Christina Santana Hammervold

+1 630 674 8362

Christina Santana Hammervold

Associate, International Private Client Group  |  Benesch
JURISDICTIONS QUALIFIED IN

USA

TOP 3 AREAS OF EXPERTISE

International tax planning & structuring
Succession planning and global family governance
Tax compliance, regularization, voluntary disclosure procedures and global reporting classification and compliance (i.e., CRS / FATCA)

Q&A

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

The highlight of my practice over the past 12 months has been mentoring a junior lawyer who joined our practice group and watching her develop into a highly-skilled and trusted advisor for our clients.

What is your favourite quote?

“A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.” (Henry Ford)


Matthew David McKim

+1 763 464 9482

Matthew David McKim

Partner and Chair of International Private Client Group  |  Benesch
JURISDICTIONS QUALIFIED IN

USA

TOP 3 AREAS OF EXPERTISE

International tax planning & structuring
Succession planning and global family governance
Tax compliance, regularization, voluntary disclosure procedures and global reporting classification and compliance (i.e., CRS / FATCA)

Q&A

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

Continuing the do what I enjoy. Working to grow our team of highly qualified, focused lawyers delivering sophisticated services to clients around the globe.

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

To find a group of kind, like-minded lawyers to develop your practice with, learn from, teach and mentor. The practice of law, particularly in the private client world, can be exceptionally rewarding and challenging at the same time. Remaining resolute in your focus to deliver top quality work product along with top-quality client service is the key - never waver from either.

What is your favourite quote?

“If you tell the truth, you don’t have to remember anything.” Mark Twain


Jochen Vogler

Jochen Vogler

Partner  |  Bellecapital
JURISDICTIONS QUALIFIED IN

Switzerland
USA

RECOMMENDED SPECIALISMS

Private Client Asset Manager
Financial Advisory Firm


Darrell V. King CFP TEP

+1 203 249 7865

Darrell V. King CFP TEP

Director, Business Development - USA  |  Stonehage Fleming US LLC
JURISDICTIONS QUALIFIED IN

USA
Canada

TOP 3 AREAS OF EXPERTISE

Domestic and international fiduciary structures
Global investment support
Custody and family governance resources.

RECOMMENDED SPECIALISMS

Family Office

Q&A

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

International families come to us with complex problems. Here are three highlights from last year:
• Facilitating the establishment of several complex trust and related structures for families with cross border fact patterns. This enabled the preservation and ultimate transfer of wealth to family members in other jurisdictions.
• Establishing a family office administrative platform to support the effective operation and management of several real estate properties around the world and the entities that own them.
• Establishing a complex, consolidated reporting solution for a client with investments in several countries, several investment providers and multiple asset classes.

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

Seek opportunities to live and work in multiple jurisdictions. It enhances your capabilities, your understanding and your perspective on the world

What sets you apart from your peers?

The ability to provide fiduciary and family office services to clients around the world, without geographic restrictions. Also the breadth of service offering at my firm compared to other providers in our space. An important final point: we have a truly bespoke approach to serving clients.