Kevin has extensive experience in managing portfolios and
advising high net worth private clients in western Canada.
Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective
advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.
Advising high net worth individuals, trustees and other fiduciaries on alternative dispute resolution processes such as arbitration, mediation, facilitation and evaluation.
In addition, Edmund also
advises high net worth individuals, private banks and trust companies in personal tax, as well as in trust and estate planning matters.
Julie
advises high net worth individuals as well as developers and investment funds both on and offshore and much of her work has an international aspect.
This acquisition enables it to extend its geographic reach to the Middle East and Asia, where the former Gowling WLG partners are recognised for
advising high net worth individuals and families, investors, family offices and entrepreneurs with complex needs.
Advising high net worth individuals in divorce proceedings, where there are complex financial relationships between the parties is the core of our work.
Advising high net worth individuals involved in LIBOR and FX Spot manipulation allegations on complex issues of privilege, whistleblowing and employee incentives, including successfully litigating on these issues.
Our international private wealth team regularly
advises high net worth individuals and family offices in relation to personal tax and private wealth matters, residence, succession planning, real estate structures, trusts, foundations and similar arrangements.
Rosie specialises in
advising high net worth clients on complex divorce and financial matters, including those relating to children.
Throughout his career, Mr. Adams has focused on
advising high net worth individuals on the overall business impact of their investments, as well as how to maximize tax favorable positions.
Not exact matches
This last point makes sense for some more than others, says Drew Nordlicht, partner and managing director of Hightower Advisors, San Diego, who
advises high -
net -
worth business owners.
Prior to that, she was an attorney at various law firms,
advising and counseling
high and ultra-
high net worth clients on tax, business and estate planning.
The founder and CEO of Morgan Creek Capital Management, which
advises pension funds, endowments, and
high net worth individuals.
Mark Yusko is the founder, CEO, and chief investment officer of Morgan Creek Capital Management, which
advises pension funds, endowments, and
high -
net -
worth individuals.
JLL Capital Markets represented the seller, a
high -
net -
worth European family
advised by Extell Development.
Our tax professionals are deeply experienced in
advising large corporations, international businesses, foreign nationals,
high net worth individuals, family business owners, local business operators and others on complex transactions at the local, national and international levels.
Penny has more than 20 years experience
advising private clients, families and charities and joined Sanlam to develop their
high net worth and family office offering in September 2017.
The APEX team also
advises governments in establishing Citizenship by Investment programs, and provides support services to financial institutions, law firms, and family offices representing the interests of
high -
net -
worth investors.
Particularly those that
advise institutional clients and
high net worth individuals would not benefit.
It both
advises the 18 Wasatch funds — including the recently acquired 1st Source funds — and manages money for
high net worth individuals and institutions.
Based in London, Nick
advises financial institutions, corporate groups and
high net worth individuals in relation to
high value and complex tax investigations and disputes with HMRC (civil and criminal), as well as on the use of mediation and negotiated settlements.
Michael also
advises and represents banks and
high net worth individuals in a number of
high profile court and tribunal hearings, both local and cross-border, involving mis - selling of structured products and general commercial disputes.
Our experienced team, which includes qualified mediators and solicitors with rights of audience in the
higher courts,
advises both corporate clients and
high -
net -
worth individuals on tax disputes, often involving international issues.
He provides services to a range of clients including
high net worth individuals and privately owned companies, recently
advising on:
Nicole acts for many
high net worth individuals and her work includes
advising on inheritance tax and estate planning via wills and trusts; the administration of estates, often with an international element; Court of Protection matters, including deputyships, lasting powers of attorney and enduring powers of attorney; elderly client matters; and declarations of trust.
Our lawyers
advise institutions, property companies, funds and
high net worth individuals on a range of real estate matters, including:
We regularly
advise state and private corporations, energy companies, banks and
high -
net -
worth individuals.
Corporate head Lewis Goodwin «has an excellent appetite for work and attention to detail» and specialises in
advising on complex finance arrangements for a broad range of clients, including SMEs, private investors,
high -
net -
worth individuals, international corporates, family companies, charities, sports organisations and clients from the hospitality and leisure sector.
Stephenson Harwood's real estate group
advise major property companies, institutional investors, hotel groups, public sector organisations, corporate occupiers and
high net worth individuals and families.
Our tax attorneys have a successful track record in
advising publicly traded corporations, large and small private companies, and
high net worth individuals on a wide variety of complex contested tax issues at every stage of the process, including IRS examination, IRS appeals and, where necessary, tax litigation.
Recent work includes
advising a client in the financial services sector on the share purchase of a private limited company, and drafting a wide variety of contractual agreements, including third and fourth party logistics, freight forwarding agreements and general logistics agreements, for a
high -
net -
worth company.
She
advises high net -
worth families on a daily basis with respect to governance, succession, legal aspects of private placement investment opportunities, aircraft purchases and various commercial transactions.
Grant has a wide range of experience dealing with all aspects of family law including divorce and dissolution; private law children matters (to include complex Children Act proceedings and removal from jurisdiction cases); financial cases (to include
advising medium to
high net worth clients; cases with trust and taxation elements, business and farming interests, pensions and foreign assets); pre-nuptial and pre-civil partnership agreements; separation agreements; cohabitation agreements and disputes and change of name deeds.
Jordan specialises in all aspects of contentious trusts work, with a particular focus on
advising and representing trustees and
high net worth individuals on a range of trust issues in litigation.
She
advises high -
net -
worth individuals and finance institutions on the construction, sale and purchase and financing of superyachts.
Over the last couple of years, Goran Studen has specialised in
advising Ultra
High Net Worth Individuals (UHNWI), institutional clients and family offices in all aspects of estate planning and inheritance law.
James is a specialist trust and estates litigator with particular expertise
advising high and ultra-
high net worth individuals on contentious trust claims and contested probate matters, both on and off shore.
The practice
advises on the full gamut of private client work but has a particular focus on supporting business owners, entrepreneurs and
high -
net -
worth families with assets in the UK and overseas.
He represents
high net worth clients and
advises major corporations from around the world.
He
advises large financial institutions, corporate entities and
high net worth individuals on a wide variety of contentious issues.
The team continues to act for inter-generational families and regularly
advises high -
net -
worth individuals on complex estate planning issues, wills, trusts, family investment companies and Court of Protection matters.
Walid
advises a diverse group of clients; including publicly traded and multi-national companies, as well as
high net worth individuals on various contentious matters.
The team provides wealth and estate planning advice for
high -
net -
worth clients and regularly
advises on complex estates and trusts as well as on the establishment of family investment companies.
Vardags director Charlie Bell is experienced in a range of
high net worth cases, including
advising heirs and heiress in relation to divorce claims.
We
advise high -
net -
worth individuals, whether they need practical advice on a commercial dispute, an employment contract, or on setting up and running a successful company.
Debt Finance Fund — We
advised on the structuring and documentation for this limited partnership bridge finance fund, seeking # 20 million from professional and
high -
net -
worth investors to provide debt finance secured on UK property.
Sarah
advises on contractual disputes, debt recovery, judicial review claims and the enforcement of judgments, acting for international clients,
high net worth individuals and privately owned companies.
Anthony
advises on estate planning for
high net worth private clients; the creation and structuring of trusts (both for individuals and professional trustees), family governance and general tax planning work.
Meghan
advises on all aspects of immigration including corporate and private client and provides in - depth advice to a range of clients including SMEs, large multinationals,
high net worth individuals,
high profile celebrities, tech firms and entrepreneurs.