Private Wealth Law
High Net Worth Guide 2024 : New York
Band 2
Contact number
+1 212 756 2000About
Provided by Schulte Roth & Zabel LLP
Schulte Roth & Zabel’s individual client services practice is one of the most sophisticated, extensive and diverse of any major law firm, representing many of the wealthiest individuals on their personal legal matters. The firm’s clients include entrepreneurs, some of whom are managers of large investment funds, as well as those individuals who have inherited substantial wealth. SRZ also represents individuals, banks and trust companies who are acting as fiduciaries, in both general administrative matters and litigated or contested matters
The firm’s individual client services practice encompasses much more than a conventional "trusts and estates" department, providing a full range of legal services to individual clients. SRZ lawyers assist clients in administering estates and trusts from inception, counseling them in the most tax-efficient and beneficial ways to fulfill the terms of a governing document, and helping clients throughout the world to achieve their personal and charitable goals
The firm assists clients in the formation of private foundations, public charities and split-interest trusts, and helps clients negotiate the terms of substantial direct gifts to public charitable institutions. SRZ's tax and other estate planning advice is tailored to the unique circumstances of each client, and it also advises clients on matrimonial matters including divorce settlement negotiations and mediations, as well as prenuptial, postnuptial and cohabitation agreements
Chambers Review
The team at Schulte Roth & Zabel is well equipped to advise high net worth individuals and families on a range of private wealth matters.
Strengths
Provided by Chambers
"The knowledge and expertise is superior. The response time is top notch and the depth of experience they've had with other clients means that nothing is ever a surprise to them."
"Schulte Roth & Zabel is a very sophisticated firm. They are very collegial and work exceedingly well together."
"They are sophisticated and work well as a team. They coordinate the right resources and I feel comfortable giving them even the most complicated situation. They epitomise what the super wealthy need."
"The knowledge and expertise is superior. The response time is top notch and the depth of experience they've had with other clients means that nothing is ever a surprise to them."
"Schulte Roth & Zabel is a very sophisticated firm. They are very collegial and work exceedingly well together."
"They are sophisticated and work well as a team. They coordinate the right resources and I feel comfortable giving them even the most complicated situation. They epitomise what the super wealthy need."
Notable Practitioners
William Zabel has decades of experience acting for wealthy families on private wealth matters. Zabel is a founding partner of the firm and a hugely influential figure in trusts and estates law.
"Although Bill has had inordinate success in his career and is a brilliant intellectual, he is approachable and always puts the client first."
"Bill is a legend in the field."
"He is a great practitioner and very well respected."
Susan Frunzi is highly regarded for her experience advising high net worth clients on a broad range of matters, including complex charitable planning, trust planning and estate administration.
"Sue is an asset to every client she works on/for. She is always available and is one of the most sophisticated attorneys in the country, in addition to being a caring individual."
"Sue is exceptionally capable and the most responsive attorney with whom I have ever worked."
"The depth of her knowledge is really impressive. She is also extremely responsive, very proactive, and good at bringing issues to our attention."
Catherine Grevers Schmidt regularly advises high net worth clients on a range of private wealth matters. She is best known for assisting individuals with estate planning, trust structuring and succession planning.
"Cathy is the most extraordinary professional and intuitive person I have ever worked with - plus she is personable, fun and kind. Cathy has brilliant skills and a intuitive, perceptive personality."
"Cathy is a truly brilliant lawyer who has always listened to my concerns and come up with unique, creative ideas. A fantastic problem solver who truly cares and does what's best for each individual."
"Cathy is a first class lawyer. She's knowledgeable, practical, inquisitive and collaborative. She is a pleasure to work with."
Kim Baptiste often acts for high net worth individuals on estate planning, business succession and tax matters.
"Kim is very smart, practical and well regarded."
"Kim is very intelligent, and his level of service is outstanding!"
Marnie Grossman has particular expertise in estate planning and administration for various high profile and high net worth individuals.
"Marnie is always looking for ways to serve her clients and those of her firm."
"She is extremely detail oriented and a pleasure to work with. She is very good at persuading, very effective, and a pleasure to work with too."
"She's a very thoughtful and intelligent lawyer who has excellent client skills."
Ranked Individuals at
Schulte Roth & Zabel LLP
New York
Members
Provided by Schulte Roth & Zabel LLP
Kim E. Baptiste
Head of Department
Head of Department