Private Wealth & Family Offices
About
We assist high net worth individuals and families worldwide with the accumulation, management, transfer and protection of personal wealth. We are a recognized leader in the fields of trusts and estates and estate litigation, representing many of the world's leading families, Fortune 500 executives and corporate fiduciaries. Our experience stems from our founding, when J.P. Morgan himself selected White & Case to create Bankers Trust Company in 1903.
We are one of the few major law firms with a sophisticated worldwide Private Clients practice. Our unparalleled global resources allow us to provide one-stop, comprehensive service to meet all of our clients' planning needs, wherever in the world their assets or family members may be. They also make us uniquely qualified to handle complex, multijurisdictional estate disputes and why clients have selected us to handle some of the largest cases in this field.
Our primary practice areas are:
Planning
Tax and estate planning for individuals; succession planning for closely held businesses; compensation and retirement planning for executives; immigration and tax planning for multinational families.
Estate and trust administration
We advise executors and trustees in all aspects of estate and trust administration, including probate; forced heirship; estate, inheritance and generation-skipping tax; fiduciary income tax; post-mortem tax planning; investment, valuation and liability issues; accountings and related court proceedings.
Fiduciary litigation
We represent fiduciaries and beneficiaries in will contests and in disputes involving the administration of estates and trusts, including high-stakes, multijurisdictional estate litigation.
Corporate fiduciaries
We advise the trust departments of some of the world's leading financial institutions, including Deutsche Bank, Goldman Sachs and UBS, on administration and regulatory issues, including new product development.
Tax-exempt organizations
We advise on the creation and administration of charitable and other tax-exempt organizations around the world.
View all lawyers in Private Wealth & Family Offices
AWARDS & RECOGNITION
Globally recognized practice
Band 1 – New York Private Wealth Disputes
Band 3 – Florida Private Wealth Law
Band 4 – New York Private Wealth Law
Chambers High Net Worth 2020
National and New York Tier 1 rankings in Trusts & Estates Law
U.S. News & World Report—Best Lawyers: Best Law Firms 2020
White & Case is described as "a high-quality firm" which is "extremely well suited for handling the legal representation of cross-border clients." It provides private wealth services encompassing both contentious and non-contentious matters, and is acknowledged as being "a top-notch firm who are seen as one of the best at what they do."
Chambers High Net Worth 2020
