Private Wealth Law

Sherrard Roe Voight Harbison's trusts and estates team assists its clients with wealth preservation, estate planning and administration, trusts administration matters, and trusts and estate litigation cases. Its clients include ultra-wealthy families, corporate fiduciaries and charitable trusts.

"Whether the issue is small or very complex, the consistency of attention and highly valued counsel are the firm's trade mark. Whenever we have an issue, SRVH always has the talent we need to resource."

Carla Lovell handles sophisticated tax, estate and business succession planning, and estate administration matters. She provides counsel to business owners and non-profit entities, often focusing on business succession and tax exemption matters. "Carla's strength is that she's thoughtful in her approach to challenging issues. She's also very savvy: she doesn't think about just what is legally right but also what makes sense for the client." "Carla navigates complex issues and handles complex family interactions. We have always gotten a resolution with her; her ability to deal with complex interactions and reach solutions is stellar."

William Harbison handles trusts and estate work and is often in court as part of his probate litigation practice. "Bill is without question one of the most capable, understanding, sensitive professionals I have worked with. He has my deepest respect and confidence." "He is one of the premier estate planning attorneys and does litigation too. He is very personable and clients love him. He is a team player and keeps everyone informed of progress."

Carolyn Wenzel is a young partner in the team. She represents businesses and high net worth individuals in transactions and litigation for tax and wealth planning. Her experience spans real estate, charitable foundations, and estate and gift planning. "If we have a client with any legal needs, she would be the first port of call for complex trusts and probates. She is pretty detailed, so we never have to worry about issues in documents with her." "She is thoughtful, engaged and has a wonderful way of putting clients at ease with the planning process. Carolyn ensures confidence throughout the process."