Bertram L Levy
High Net Worth Guide 2024
Band 1 : Private Wealth Law
Email address
[email protected]Contact number
404.873.8640Share profile
Band 1
Chambers Review
High Net Worth
Bertram Levy is chair of the firm's private wealth practice and handles the full suite of wealth transfer planning matters for high net worth clients.
Strengths
Provided by Chambers
"Bert is best in class in terms of expertise and professionalism. He is heartfelt in his dedication to the clients and advisory teams he works with."
"He has a collaborative approach. He plans ahead and when executing an estate he makes helpful suggestions to put the client and the next generation at ease."
"Bert is very punctual, and conscientious of my time. He knows his stuff and refers me to someone else in the firm when necessary. His protocol is very efficient and precise."
"Bert is best in class in terms of expertise and professionalism. He is heartfelt in his dedication to the clients and advisory teams he works with."
"He has a collaborative approach. He plans ahead and when executing an estate he makes helpful suggestions to put the client and the next generation at ease."
"Bert is very punctual, and conscientious of my time. He knows his stuff and refers me to someone else in the firm when necessary. His protocol is very efficient and precise."
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