Private Wealth

"Highly sought after for . . . expertise in complicated international wealth management matters, especially those with complicated US tax aspects" - Chambers USA

Cadwalader's Private Wealth Group is a team of experienced professionals who work collaboratively to develop customized solutions that address complex issues involving the governance and transfer of wealth in a tax efficient manner. The core of the practice is domestic and cross-border tax planning. This encompasses planning for U.S. and multinational individuals and families, closely-held family companies and charitable organizations. Through creative, innovative tax planning, our team develops strategies that preserve as much wealth as possible for future generations while respecting family relationships. We also work with clients to tailor estate and tax plans that meet the current needs of family members.

NEWS

News Releases

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RESOURCES

Books

  • International Personal Tax Planning Encyclopaedia

    Edited by Robert Lawrence, this book provides an overview of multinational personal tax planning by examining the gift and death tax property regimes of a number of countries.

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Events

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6 Attorneys

Berry, Dean C. Partner New York
T. +1 212 504 6944
Garcia, Osvaldo Associate New York
T. +1 212 504 6557
Grinberg, Sasha Associate New York
T. +1 212 504 5642
Lawrence, Robert C. Senior Counsel New York
T. +1 212 504 6211
Schaaf, William S. Special Counsel New York
T. +1 212 504 6804
Schwartz, William Counsel New York
T. +1 212 504 6399

Contact(s)

Dean C. Berry
+1 212 504 6944 
dean.berry@cwt.com
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Robert C. Lawrence
+1 212 504 6211 
robert.lawrence@cwt.com
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William Schwartz
+1 212 504 6399 
william.schwartz@cwt.com
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Finance Forum 2017

Cadwalader is proud to host the 2nd Annual Finance Forum in Charlotte on November 8, 2017.

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