Private Client

Trust Investment & Administration Services


Mark Balk Private Client Estate Planning Charitable Giving Family Office Lawyer
Antonietta Puopolo Brogna*
Mark Christopher trusts estates planning administration professional executor trustee wealth transfer tax planning strategies income tax planning attorney lawyer
Eric Cunnane private client estate trust charitable high-net-worth wealth
Magda Fleckner estate planning charitable planning Trust administration attorney lawyer
Vaishali Goyal private client income trust estate tax-efficient family wealth charitable non-profit attorney lawyer
Laurie Hall estate planning leveraged gift strategies business succession public companies family businesses lawyer attorney
matthew matt hillery estate planning hni high net worth individuals families trust estate administration formation operation nonprofit charitable organizations charitable giving attorney lawyer
Deborah Kay Private Client Trust Charitable Planning Estate Planning Administration lawyer attorney
Suma V. Nair
Ellen Peckham trust estate planning gifting private foundations lawyer
Michelle Porter estate planning high net worth clients private equity real estate trust beneficiaries lawyer
John Ramsey trusts estates tax planning lawyer
Nate Razza accountant tax planning for real estate MLP renewable energy private equity international investment mergers and acquisitions
Frank Robinson Director of Fiduciary Services trust management fiduciary custody services
Andy Rothstein trusts and estates lawyer tax-efficient family wealth planning
Sophisticated estate and tax planning high net worth individuals, trust and estate administration charitable giving Nancy Samiljan lawyer
Kerry Spindler estate tax planning counseling nonprofit organizations lawyer attorney
Thacher Storm estate planning and planned charitable giving tax
Rick Talkov tax accountant assists the firm’s lawyers, entrepreneurial clients real estate and private client services.
Rebecca Tunney