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"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.
While high net worth families and practitioners have used private trust companies for many years in the international estate planning realm, the use of these structures is increasing in the U.S., as driven by a host of regulatory and geopolitical factors. Cadwalader's Sasha Grinberg provides insight into various related tax and regulatory considerations for both practitioners and clients when creating such entities.
|Berry, Dean C.||Partner||
T. +1 212 504 6944
T. +1 212 504 5642
|Lawrence, Robert C.||Senior Counsel||
T. +1 212 504 6211
|Schaaf, William S.||Special Counsel||
T. +1 212 504 6804