Withers LLP > San Francisco, United States > Firm Profile

Withers LLP
505 Sansome Street
2nd Floor
CA 94111
CALIFORNIA
United States

Tax > Not-for-profit (Fortune 1000 private foundations, national trade associations, and charities) Tier 3

Withers Bergman LLP‘s practice works within the international framework of the firm to provide clients comprehensive international support, with particular strength in US-UK matters. The group demonstrates particular strengths advising high-net-worth individuals alongside its work for a range of charitable organizations. Team lead Alana Petraske is based in New York and has a penchant for representing clients in international matters. Elizabeth Bawden works from Los Angeles and is a specialist in private client tax and wealth management, while Steven Chidester of San Diego covers executive compensation matters on behalf of tax-exempt organizations. Helen Cheng, also in San Diego, takes a prominent role within the team, working with philanthropists to advise on their charitable endeavors both within the US and internationally.

Practice head(s):

Alana Petraske

Other key lawyers:

Work highlights

Tax > International tax Tier 4

Withers Bergman LLP utilizes a global platform and expertise in privately held capital to support multi-generational, high net worth, and ultrahigh net worth families with their cross-border taxation matters. The team is co-led by William Kambas, who splits his time between the New Haven, Greenwich, and New York offices, California and Texas-based Michael Brophy, and Jason Dinwoodie, who sits in the New Haven office. Kambas concentrates his practice on international tax planning for multi-national and multi-state personal, active business and investment activities with a particular emphasis on tax structuring and choice of business entity for US and non-US business owners and investors. Michelle Graham, who is based in San Diego, currently counsels several of Mexico’s wealthiest families in tax structuring and compliance as well as advising on sophisticated planning issues for family businesses, including structuring and implementing intra-family sales, buy-sell agreements and family business succession planning. David Stein, who sits in the New Haven, New York, and San Francisco offices, routinely advises US and non-US single-family offices, fund managers, and young entrepreneurs on cross-border restate planning and income tax advice. Also in San Francisco, Marsha Dungog supports with cross-border tax planning and tax compliance for HNW individuals, families, founders, executives and entrepreneurs. Los Angeles-based Paul Sczudlo concentrates his practice on global planning matters, including cross-border and entertainment tax planning. Alistair Christopher, who is located in New Haven, specializes in international and domestic tax and estate planning.

Practice head(s):

William Kambas; Michael Brophy; Jason Dinwoodie

Other key lawyers:

The firm: Withers, known as Withers Bergman in the US, is one of the world’s first international law firms dedicated to the business, personal and philanthropic interests of successful people, their businesses, families and advisers. With over 180 partners and more than 1,000 other staff members in 17 offices across Europe, US, Asia Pacific and the Caribbean, Withers has unparalleled expertise in the key legal issues facing individuals and their families. The firm is the true definition of global, representing clients with matters across over 100 countries and has advised 25% of the Forbes 400 List of the Wealthiest Americans and 70% of The Sunday Times Top 100 Rich List.

We offer a full range of legal services from corporate, private client and tax, dispute resolution, immigration, and wealth planning in over 18 areas of focus. Our professionals collaborate seamlessly across divisions, practice groups and geographies to provide our clients with exceptional service, tailored advice and creative and practical solutions that reflect a deep understanding of the full legal landscape, market practice and our clients’ objectives. Our extensive cross-border experience coupled with the diversity of our professionals and our local law capabilities allow us to bridge business, cultural, language, legal and regulatory differences across jurisdictions.

Areas of practice
Tax: With an unrivalled team of more than 150 personal and corporate tax lawyers globally, Withers is always ready to assist in domestic and international tax planning. Our advice is knowledgeable, reliable and solution-focused. Our areas of expertise include:

  • International corporate tax
  • Income tax
  • Creating tax-efficient wealth transfer structures
  • Gift and estate tax planning
  • Tax structuring for investments or companies
  • Pre-immigration and exit-tax planning
  • Income maximization strategies
  • Domestic and international tax compliance matters
  • Tax controversy
  • Offshore planning

Corporate: Withers has been trusted advisors to successful people and businesses for more than 100 years. As a multinational, multidisciplinary law firm, we have a deep understanding of the challenges private and public companies face and we have the experience, success rate, and bandwidth to face them head on. We focus on:

  • Mergers and acquisitions
  • Fund structuring and formation
  • Private equity funds
  • Corporate structuring and planning
  • Corporate governance
  • Financial services regulatory

Dispute resolution: Our litigation and dispute resolution group represents companies, partnerships, and individuals in developing and implementing dispute avoidance strategies, resolving disputes beneficially for our clients, and achieving outstanding results in litigation, trials and appeals. With vast experience in commercial, corporate, partnership, trusts, estates, conservatorship, art, intellectual property, employment and real estate law, we form integrated teams to handle disputes for a broad array of industries and businesses.

Legal services Wither’s lawyers advise on include:

  • Art disputes
  • White-collar defense and investigations
  • International arbitration and public international Law
  • Employment
  • Media and reputation

Private client: Withers Bergman is one of the world’s most reputable and sought-after law firms for privately held capital throughout the United States, in particular, among multigenerational, high net worth and ultra-high net worth families to service their family businesses and their global philanthropic endeavors. Today, we are the only global law firm dedicated to the personal and private capital needs of high net worth individuals and families. Our practice includes:

  • Wealth structuring
  • Cross-border planning
  • Estate planning, wills and succession
  • Trusts and foundations
  • Probate and estate administration
Department Name Email Telephone
Senior Marketing & Business Development Manager | New York Lauren Lundgren lauren.lundgren@withersworldwide.com +1 212 848 9810
Senior Marketing & Business Development Manager | California Davia Meltzer davia.meltzer@withersworldwide.com +1 619 358 1717
Senior Marketing & Business Development Manager | Connecticut Deena Fazzio deena.fazzio@withersworldwide.com +1 203 974 0302