Willkie Farr & Gallagher LLP
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The private wealth group at Willkie Farr & Gallagher LLP is a 'one-stop shop' for wealth planning, estate administration, charitable giving, and family office guidance. It draws upon wider firm expertise in investment management, real estate, and tax law to support a range of domestic and international clients. David Posner chairs the East Coast private wealth practice, focusing on high-net-worth individuals and their estate and trust matters. For family office matters, David McCabe and Mark Vandehaar are the key names, and Elizabeth Buckley Lewis heads the exempt organizations offering.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- 'From a wealth management perspective, the Willkie team can cover a lot of ground – from trust and estate planning, to investments, to philanthropy, to human resources, to general legal questions. They are effectively a one-stop shop.'
- 'David McCabe, Elizabeth Buckley-Lewis and the rest of the Willkie team have taken the time to understand all of the relevant aspects of our business at an elemental level. We do not spend much, if any, time recapping because they are already up to speed on everything.'
- 'They have a wide array of talent from very diverse backgrounds. They have an extremely strong understanding of tax planning, gifting, discounted transfer strategies and charitable planning. Their follow up is excellent, and they are consistently committed to doing everything they can to create an outstanding outcome for the client.'
- 'Ani Hovanessian is the best in the business. Incredibly bright, creative and responsive. The wealthiest people in the country rely on her because of those aforementioned attributes.'
- 'Donna Margolis is talented, hard-working, and ingenious.'