Private Wealth Law
High Net Worth Guide 2024 : New York
Band 2
Email address
[email protected]Contact number
212 297 5800Chambers Review
Day Pitney is well known for advising high net worth individuals and families on domestic and cross-border private wealth law matters. The firm offers a complete range of services, including estate, gift and income tax planning as well as estate and trust administration advice.
Strengths
Provided by Chambers
"They are not fazed by being asked to advise on highly technical issues that require them to take account of the applicable rules in multiple jurisdictions."
"They have experience with all complex domestic and international situations."
"They are not fazed by being asked to advise on highly technical issues that require them to take account of the applicable rules in multiple jurisdictions."
"They have experience with all complex domestic and international situations."
Notable Practitioners
Warren Whitaker has a well-established reputation in the market for advising high net worth clients on a range of matters. He assists individuals and multinational families with complex domestic and international estate planning and tax-related matters.
"I have worked with Warren Whitaker and his team for years. He's my first choice, always."
"Warren is exceptionally mindful of international issues and his experience inspires trust from clients."
Dina Kapur Sanna has extensive experience handling tax, trust and estate planning matters for international high net worth clients. She also advises individuals on pre-immigration planning and wealth management structures.
"I absolutely love working with Dina. She is knowledgeable, practical, and I know my clients and referrals are in good hands with her."
"Dina is incredibly responsive and technically astute."
Michael Schwartz is frequently sought after by high net worth individuals, fiduciaries and family offices.
"Michael is an excellent attorney."
"He's a fantastic lawyer - very bright, clear, and gives good solid advice."
Carl Merino advises US and non-US families and companies on a wide range of trust and estate matters, including cross-border income and estate tax planning and tax issues.
"I was very impressed by his depth of knowledge on complex cross-border concepts."
"Carl is a technical powerhouse with respect to the US side of cross-border tax matters. His technical ability is second to none."
Ranked Individuals at
Day Pitney LLP
New York