Private Wealth Law

Lisa Roberts-Mamone is an experienced private client attorney with a track record in complex estate planning and trust administration.

"She exemplifies a can-do attitude."

Robert Galloway advises private clients on wealth planning matters, including private trust formation and administration, as well as estate structuring and charitable giving.

"Robert is very, very good at being able to explain really complex structuring approaches to them in a way that is digestible."

"Rob is one of the finest attorneys I have worked with. He is incredibly smart and a very personable person, which is very important in this space."

"He is the best. Rob is smart and great with clients. Being around the table with him, he is collaborative and issue-sensitive. I love him."

Chad Makuch is an adviser to high net worth clients on all aspects of their wealth management, including tax and estate planning, trust and estate administration, and fiduciary matters.

"I highly recommend Chad for his expertise and client service. He is my go-to choice to work with on ultra high net worth estate planning matters."

"Chad is exceptionally bright and highly skilled. Additionally, he is approachable, patient and a good listener. He is very responsive, yet measured, conscientious and sensitive to his audience."

"He is always pleasant to work with and thorough in his analysis."

Joseph Verciglio advises high net worth individuals and families on private wealth issues, including estate administration and charitable planning.

"Joe is a great advocate for his clients. He is responsive to inquiries and appreciates opinions and ideas from other advisers."

"He is a wonderful communicator with a great personality."

"Joe's manner and level of engagement is superb."