Private Wealth Law

David McCabe is recognised as a trusted adviser for high net worth clients, often advising on trust structures, complicated estate planning matters and charitable planning.

"David is an outstanding professional with exceptional client service skills. You can put David in front of any client and he will succeed."

"David is a highly sophisticated planner and a true gentleman."

Ani Hovanessian has notable experience advising high net worth clients on estate planning, charitable planning and business succession.

"Ani can convey complex planning techniques in an easy-to-understand manner. She is naturally inquisitive, which helps her fully understand her clients’ planning goals and objectives."

"She's a great practitioner, great with clients, and a pleasure to be around."

"Ani thoroughly examines planning structures to understand all of the risks and then takes the time to work to mitigate those risks to the extent possible."

David Posner advises high net worth clients on a broad spectrum of matters. Posner earns praise from market sources for his planning and client service skills.

"David has strong estate planning skills and is a great communicator."

"With David I think what I've always appreciated is his responsiveness and availability to clients."

"He's very smart, personable, and has good interpersonal skills."

Jillian Merns regularly advises high net worth clients on tax, succession and trusts. Merns is well regarded for her planning skills and dedication to client service.

"Jillian is an outstanding professional with exceptional client service skills. She is extremely intelligent and is able to present complex concepts to clients of all levels."

"She's extremely intelligent. Once she does work for a client they stay with her for many years because of the attention, the creativity and brilliance of her planning."