Private Wealth Law
High Net Worth Guide 2024 : New York
Band 4
Email address
[email protected]Contact number
+1 212 626 41 00About
Provided by Baker McKenzie
The Baker McKenzie wealth management team has perhaps the most international depth of all firms that advise on private wealth matters anywhere in the world. Our practitioners have successfully handled complex cross-border tax and trust planning for domestic and international families on all continents, as well as sophisticated charitable and non-charitable purpose structures for individuals and for major public and private corporations. We handle income tax, succession tax, and business tax planning and controversies in the US and across jurisdictions.
Baker McKenzie’s New York based wealth management practitioners work as a single team in conjunction with other practitioners based in Miami, Chicago, Houston, Mexico City, and Toronto. We collaborate daily in cross-border teams with more than 125 wealth management practitioners worldwide - with key international collaborations.
Baker McKenzie’s uniquely integrated global wealth management team provides families with seamless cross-border service from global experts with single point of contact delivery.
Baker McKenzie’s New York wealth management practitioners draw support from our more than 250 North American Tax practitioners who provide market-leading advice for some of the most complex US and international tax matters.
Every Wealth Management practitioner is trained through multiple annual firm-sponsored training programs to develop expertise in multiple areas affecting global families and their businesses.
Chambers Review
Baker McKenzie has substantial experience advising high net worth clients, with particular expertise handling complex international matters.
Strengths
Provided by Chambers
"Baker McKenzie has exceeded all expectations and the clients have been extremely satisfied with their services. Their resources and talent pool are extensive."
"The Baker team's technical skill at the intersection of US and international estate matters is terrific."
"Baker McKenzie are true professionals with deep experience and understanding. They have wonderful talents who are customer-focused and experienced."
"Baker McKenzie has exceeded all expectations and the clients have been extremely satisfied with their services. Their resources and talent pool are extensive."
"The Baker team's technical skill at the intersection of US and international estate matters is terrific."
"Baker McKenzie are true professionals with deep experience and understanding. They have wonderful talents who are customer-focused and experienced."
Notable Practitioners
Glenn Fox is well known for advising international high net worth families on cross-border tax and succession planning.
"Glenn was very professional and provided very practical solutions for complex issues. He was available whenever we needed him and open to answering any and all questions that we had."
"He provided strong client service and reliable advice."
"Glenn is excellent; he's incredibly knowledgeable, very thoughtful, and has a very excellent demeanour for a private client lawyer."
Simon Beck is a dual-qualified English solicitor and New York attorney with substantial experience advising on international tax, succession and estate planning.
"He's incredibly competent in matters of wealth planning."
"Simon Beck is a trusted advisor, always aiming to find the best alternative for our business, in the process showing his commitment to the highest levels of service."
Paul DePasquale is known for advising high net worth individuals and families on tax and trust planning. He also specialises in international private wealth matters.
"Paul has been instrumental with resolving clients' tax issues. He is extremely knowledgeable, and he explains the tax code in ways where it is easy to understand for the clients."
"Paul is the ultimate professional. His availability is superb for such a busy professional and his experience is diverse."
"He's extremely knowledgeable in all things relating to international clients. He's responsive, first and foremost, and knowledgeable on subject matter."