Private Wealth Law
High Net Worth Guide 2024 : California: Southern
Band 1
Email address
[email protected]Contact number
+1 310 277 9935About
Provided by Withers LLP
Withers Bergman LLP, also known as Withersworldwide outside of the United States, is one of the world's best-known (and most sought-after) law firms for privately held capital, in particular, among multi-generational, high net worth, and ultrahigh net worth families to service their sophisticated legal needs.
With 17 global offices, including 3 California offices in San Francisco, Los Angeles and San Diego, our California attorneys leverage the firm’s regional strength and global platform to best service our clients’ needs on a daily basis.
Our California offices cover a wide range of practices within private wealth law including tax, trusts, estate planning, financial services, trust and estate litigation, dispute resolution, real estate, charities, philanthropy, art and cultural assets, employment, family law and more to address the issues individuals and families face, and we leverage our business and dispute resolution practices globally to support their wider interests. We are proud that founders, creatives, leaders, senior executives, artists, entertainers, trustees and fiduciaries, families and family offices turn to our private client and tax attorneys for their private wealth law needs.
Withers’ other office locations include London, Cambridge, Geneva, Milan, Padua, Hong Kong, Singapore, Tokyo, British Virgin Islands, New York, Greenwich, New Haven, Boston and Texas.
Chambers Review
Withers is a well-regarded firm and a major player in private wealth, with a strong international practice. The Los Angeles and San Diego offices also have a litigation team experienced at dealing with contested trusts, estates and conservatorships.
Strengths
Provided by Chambers
"Withers are extremely sophisticated and able to manage the complexity of domestic and cross-border planning as well as across tax disciplines, including corporate, personal income and wealth transfer."
"Withers has excellent attorneys with the highest levels of tax and sophisticated estate planning expertise."
"Withers really do give their clients the sense that you are the only client that matters to them."
"Withers are extremely sophisticated and able to manage the complexity of domestic and cross-border planning as well as across tax disciplines, including corporate, personal income and wealth transfer."
"Withers has excellent attorneys with the highest levels of tax and sophisticated estate planning expertise."
"Withers really do give their clients the sense that you are the only client that matters to them."
Notable Practitioners
Elizabeth Bawden advises high net worth clients on extremely complex domestic and international estate and tax planning matters.
"Elizabeth is extremely knowledgeable, available and has her finger on the pulse of more areas than I can name."
"Elizabeth is a dynamic and very creative estate planner."
"Elizabeth is a strong trust and estate attorney and an important part of the Withers team."
Marsha Dungog is Managing Director of the San Francisco office, and advises wealthy clients in regards to international income, gift and estate tax issues.
"Marsha is excellent - great with clients, prompt on response time and extremely knowledgeable."
"Marsha is highly regarded, very knowledgeable in complex matters and well liked by clients."
"Whether you have a planning issue in Australia, Canada, the US, or a combination of all three, Marsha is a go-to resource."
Jeremy Moffit represents wealthy clients on trust, estate and probate litigation, conservatorships and administration matters.
"Jeremy is extremely responsive, level headed and sophisticated."
"Jeremy is an aggressive litigator without being an aggressive personality. He knows the law, the judges, how the facts will play out and plays offence when the case is in his favor."
Michael Brophy is an experienced litigator representing prominent individuals, families, charities and fiduciaries on highly sensitive trust and estates contests.
"Michael does a good job, he is very smart and technically proficient. He's a good lawyer."
"Michael is an excellent attorney. He is a strong advocate, he is reasonable and he has a command of the practice area."
"Michael is an excellent attorney at the top of his field."
Paul Sczudlo is highly experienced at advising wealthy clients on international planning matters.
"Paul is one of the very best where it comes to cross-border private client work."
"Paul provides excellent service and advice on complex matters."
"Paul is well-regarded as being one of the most prominent attorneys focused on international work."
Craig Weinstein is a senior associate on the trust, estate and inheritance disputes team.
Ranked Individuals at
Withers LLP
California
California: Northern
California: Southern
Members
Provided by Withers LLP
Amy Hespenheide
Charles Kolstad
Helen Cheng
Joy Chang
Kristina Hancock
Louis Mezzullo
Marsha Dungog
Head of Department
Naomita Yadav
Steven Chidester
Industries
Provided by Withers LLP
Charities / Not for Profit
Energy
Financial Services
Insurance
Media
Pharmaceuticals & Life Sciences
Private Clients / Individuals
Real Estate
Software & Computer Services
Sports
Technology, Hardware & Electronics