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


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.


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.


Michael Ben-Jacob

+1 212 836 8310

Michael Ben-Jacob

Partner  |  Arnold & Porter
JURISDICTIONS QUALIFIED IN

New York


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


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.


Rashad Wareh

+1 212 980 9809

Rashad Wareh

Partner  |  Kozusko Harris Duncan
JURISDICTIONS QUALIFIED IN

United States (NY, VA, D.C.)

TOP 3 AREAS OF EXPERTISE

Cross-border tax and estate planning
Family governance
Tax


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


Von Sanborn

+1 212 297 2483

Von Sanborn

Partner  |  Day Pitney
JURISDICTIONS QUALIFIED IN

United States (NY, CT, NH)

TOP 3 AREAS OF EXPERTISE

Family business governance
Family office
Tax

Q&A

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

Working with a significant Asian family on tax and inheritance planning. Coordinating with local counsel to ensure that local considerations dovetail with US tax considerations. Making sure that all counsel is joined up on their collective tax planning.

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

Be passionate. Be thoughtful. Be professional. Be technical first and foremost.

What is your favourite quote?

“Where do bad folks go when they die?
They don't go to heaven where the angels fly
They go down to the lake of fire and fry
Won't see 'em again till the fourth of July.”