Provided by Arnall Golden Gregory LLP
AGG's Private Wealth practice meets the complex wealth transfer needs of ultra-high net worth individuals and families. Because of this exclusive focus, the team brings a unique depth of experience to bear on the complex issues facing these clients. In addition to handling wills and estate administrations, they advise on all aspects of estate planning with sophisticated strategies to accomplish large wealth transfers, including prior to initial public offerings and sales of closely-held businesses. They are experienced in charitable giving, including the creation of family foundations, and assist international clients on complex estate planning needs. AGG's attorneys regularly lecture at professional conferences and have written extensively in significant national publications including Trusts & Estates, and Estate Planning and have co-authored the definitive treatise on estate planning and estate administration in Georgia. AGG's Private Wealth attorneys have expertise in many related issues, including securities law, venture capital transactions, partnership taxation, real estate law, and estate litigation.
Provided by Chambers
Arnall Golden Gregory routinely handles a range of private wealth matters including complex tax issues and business succession plans for high net worth clients.
Provided by Chambers
Arnall Golden Gregory is known as one of the premier firms in Atlanta and the Southeast. They have one of the deepest benches of talent in the city.
Arnall Golden Gregory is our go-to firm for highly complex planning. They do an excellent job and are a pleasure to work with. A winning combination!
Arnall Golden Gregory are good, honest, sincere people: just the kind of people you want to work with. They treat everything with confidentiality and I would not hesitate to recommend them.
Arnall Golden Gregory is known as one of the premier firms in Atlanta and the Southeast. They have one of the deepest benches of talent in the city.
Arnall Golden Gregory is our go-to firm for highly complex planning. They do an excellent job and are a pleasure to work with. A winning combination!
Arnall Golden Gregory are good, honest, sincere people: just the kind of people you want to work with. They treat everything with confidentiality and I would not hesitate to recommend them.
Provided by Chambers
Bertram Levy is chair of the firm's private wealth practice and handles the full suite of wealth transfer planning matters for high net worth clients.
Bert is best in class in terms of expertise and professionalism. He is heartfelt in his dedication to the clients and advisory teams he works with.
He has a collaborative approach. He plans ahead and when executing an estate he makes helpful suggestions to put the client and the next generation at ease.
Bert is very punctual, and conscientious of my time. He knows his stuff and refers me to someone else in the firm when necessary. His protocol is very efficient and precise.
Jeremy Ware is an experienced attorney with expertise in tax transfer capabilities, estate and succession planning, wealth transfer strategies and charitable planning.
Jeremy Ware is a rising star and is as good as it gets.
Jeremy Ware is one of the brightest minds I know in estate planning. His attention to detail is second to none.
Suzanne Plybon is vice-chair of the firm's private wealth practice and handles wealth transfer planning issues, including cross-border estate planning, charitable planning and business succession matters.
Suzanne is excellent in everything she does. Her attention to detail, responsiveness, top-tier work product and excellent client service make her one of the best attorneys we work with.
She is very professional, thoughtful, and knowledgeable on sophisticated, high-value issues.
Suzanne is quick on her feet, never seems flustered and is always able to handle things in a professional manner.
Kathryn Hecker is a strong private wealth expert. Hecker regularly advises high net worth clients on wealth transfers, succession and charitable planning matters.
Kathryn is an excellent communicator with very strong subject matter expertise.
Kathryn is excellent. Every client that works with her is very pleased.
She is extremely personable and can relate to both the most complex and less involved entities in a matter.
Michael Van Cise is a partner at Arnall Golden Gregory and has expertise in estate and succession planning, trusts and administrative structures. He also advises on gifting from a tax perspective.
Michael is a consummate professional. He is diligent, an excellent communicator and extremely bright.
Michael Van Cise is a pleasure to work with.
Provided by Arnall Golden Gregory LLP
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