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.


Andrew Weinstein

+13057897755

Andrew Weinstein

Senior Partner  |  Holland & Knight
JURISDICTIONS QUALIFIED IN

United States
- Pennsylvania
- Florida
- New York

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Dispute resolution
Tax

Q&A

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

Resolution of two international tax disputes involving 6 to 10 years of service.

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

Understand your client's business and investment affairs and objectives, provide hands-on guidance on a consistent basis, timely return their communications, act as a consigliere and not as someone who knows it all.


Hal J. Webb

+1 305 350 7278

Hal J. Webb

Partner  |  Bilzin Sumberg
JURISDICTIONS QUALIFIED IN

United States (FL)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Asset holding structures
Tax

Q&A

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

I merged my practice with Bilzin Sumberg in 2016. Moving to a larger firm has provided additional support, collaboration and resources that have been beneficial to my clients and to my practice.

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

It is vital to use every opportunity to gain knowledge and continue to develop areas of expertise. Being a successful private client attorney takes hard work, dedication, patience, and being a good listener.

What is your favourite quote?

"Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do," Steve Jobs.


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.”


Ivan Sacks

+1 212 848 9820

Ivan Sacks

Chairman  |  Withersworldwide
JURISDICTIONS QUALIFIED IN

United States (NY)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Asset holding structures
Family office

Q&A

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

One recent highlight was being asked to organise and serve as trustee of the first blind trust for an Italian politician, the Mayor of Venice, wishing to adopt best practices in conflict of interest avoidance through the use of a common law trust.

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

Devote yourself to your craft first, keep your eyes open to the growth in new areas and concerns of the emerging demographics of private client wealth and focus on practical solutions and providing trusted advice for the better uses of private capital and wealth.

What is your favourite quote?

“Dont ask others to do what you would not do yourself.”


Joshua Rubenstein

+1 212 940 7150

Joshua Rubenstein

National Chair, Trusts & Estates and Private Client Services  |  Katten Muchin Rosenman
JURISDICTIONS QUALIFIED IN

United States (NY, NJ)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Dispute resolution
Tax

Q&A

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

To pull a rabbit out of a hat and solve a problem that lawyers on every side of the case declared was unsolvable, creating a win-win for all concerned.

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

While the nature of legal practice and being a lawyer is changing rapidly, the need for private client lawyers may be closer than most things to being a constant, since it is based upon greed or opportunity but rather upon mortality - for which at least at the moment there is no cure.

What is your favourite quote?

"Ain't no use worrying about the things you can do something about, 'cause there's always something you can do about them. Ain't no use worrying about the things ain't nothing you can do about, 'cause ain't nothing you can do about them.”


Gideon Rothschild

+12125547806

Gideon Rothschild

Partner  |  Moses & Singer
JURISDICTIONS QUALIFIED IN

United States (NY)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Succession planning
Asset protection

Q&A

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

Helping a contentious estate get settled.

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

Pay attention to client expectations.

What is your favourite quote?

“Don’t let the little stuff get you.”