Private Wealth Law
High Net Worth Guide 2024 : District of Columbia
Band 2
Email address
[email protected]Contact number
+1 202 618 5000Chambers Review
Loeb & Loeb is gaining a strong reputation in the DC private wealth market. Loeb & Loeb has impressive resources, thought leadership and local presence in this market.
Strengths
Provided by Chambers
"The team tackled some very unusual situations and was able to find the resources to come up with viable solutions. Moreover, I haven't ever gone 24 hours without a response."
"Loeb & Loeb LLP have handled complex and difficult matters for us to date and we have had a positive experience of their work and breadth of knowledge. The team has always been very responsive."
"The team's work product and planning is exemplary. I am very impressed with the experience of the members of their team and their creativity in dealing with client planning issues."
"What I find unique is the team's ability to manage the personality dynamics of complex families while articulating wealth transfer concepts, risks and solutions. The team is proactive and responsive."
"The team tackled some very unusual situations and was able to find the resources to come up with viable solutions. Moreover, I haven't ever gone 24 hours without a response."
"Loeb & Loeb LLP have handled complex and difficult matters for us to date and we have had a positive experience of their work and breadth of knowledge. The team has always been very responsive."
"The team's work product and planning is exemplary. I am very impressed with the experience of the members of their team and their creativity in dealing with client planning issues."
"What I find unique is the team's ability to manage the personality dynamics of complex families while articulating wealth transfer concepts, risks and solutions. The team is proactive and responsive."
Notable Practitioners
Todd Steinberg advises high net worth individuals on various matters including trusts, tax advice and estate administration.
"Todd I. Steinberg delivers high-quality representation, empathy, awareness, planning vision and effective communication."
"I benefitted not only from his legal acumen but also his ability to manage complex interpersonal conflicts in a professional, thoughtful manner, which leads to successful outcomes."
"Todd Steinberg is an outstanding attorney and client advocate."
"Todd is extremely knowledgeable and a pleasure to work with."
Ashley B Sawyer's private wealth offering includes dealing with issues surrounding estate, gift and generation-skipping transfer tax for wealthy individuals and families.
"Ashley provides sophisticated planning suggestions and is a pleasure to work with."
Mary Ann Mancini advises high net worth family and individual clients on a range of matters in the US and abroad, including estate, trust and tax planning. Mancini is also acknowledged for her market-leading life insurance planning practice.
"Mary Ann is an expert in her field. She is also very personable and easy to work with."
"Mary Ann is a progressive, cutting-edge planner when it comes to insurance."