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


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.


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.