Private Client & Wealth Management

Overview


The concerns of today’s closely held business owners and high-net-worth individuals are global—both geographically and in the breadth of legal issues that require attention. Such clients have assets, businesses and family members located worldwide. Effective transfer and income tax planning is just the first step in addressing the management and transmission of holdings that may include companies, real estate, farms and ranches, marketable and non-marketable investments, private aircraft, and artwork and other collectibles. Effective implementation of philanthropic goals is also an important objective for many individuals and families. More than ever, wealthy clients need personal legal advisors who provide sophisticated counsel in a complex, dynamic environment, and who offer direct access to the cross-disciplinary resources of a full-service law firm.

The lawyers and non-lawyer professionals in our Private Client & Wealth Management practice have extensive experience providing creative, customized solutions to our clients’ most sensitive and pressing needs. Our guidance is multidimensional—we help clients make critical decisions that affect important personal, business, tax, civic and charitable concerns.

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To meet these multi-front challenges, clients need legal counsel with experience, international reach and familiarity with all major national and international regulatory regimes and dispute-resolution forums. With a talented team and depth across our offices, McDermott provides effective, coordinated counsel on US antitrust law, EC competition law, China’s Anti-Monopoly Law and other competition laws worldwide.

Key Contacts


William J. Butler

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Private Client & Wealth Management

Insights & Events / Media

Bermuda / Speaking Engagements / 5-7 June, 2019

London, United Kingdom / Speaking Engagements / May 2019

Chicago, IL / McDermott Event / May 13 - 15, 2019

Girona, Spain / Speaking Engagements / March 7 - 9, 2019

Wealth Management / April 30, 2019

Tel Aviv, Israel / Speaking Engagements / June 18-19, 2019

Tel Aviv, Israel / Speaking Engagements / June 17, 2019

Caribbean / Speaking Engagements / May 12, 2019

Trust Administration - 2019 Edition / March 21, 2019

On the Subject / February 19, 2019

New York, New York / Speaking Engagements / May 22, 2017

San Francisco, California / Speaking Engagements / September 2017

London, United Kingdom / Speaking Engagements / September 27 — 28, 2017

Washington, District of Columbia / McDermott Event / November 15, 2018

New York, New York / McDermott Event / November 13, 2018

Palo Alto, California / McDermott Event / November 9, 2018

San Francisco, California / McDermott Event / November 8, 2018

Bloomberg Tax Management Estates, Gifts and Trust Journal / November 8, 2018

Los Angeles, California / McDermott Event / November 7, 2018

New York, New York / / November 7, 2018

On the Subject / October 17, 2018

Durham, North Carolina / Speaking Engagements / October 11-12, 2018

Chicago, Illinois / McDermott Event / September 27, 2018

Chicago, Illinois / Speaking Engagements / September 26, 2018

International News / Fall 2018

Spear's / September/October 2018

The Private Wealth & Private Client Review / September 2018

WealthManagement.com / August 30, 2018

Cambridge, United Kingdom / Speaking Engagements / August 29-31, 2018

On the Subject / August 24, 2018

On the Subject / August 13, 2018

Webinar / Speaking Engagements / July 25, 2018

Madison, Wisconsin / Speaking Engagements / June 25-28, 2018

London, United Kingdom / McDermott Event / June 12, 2018

Las Vegas, Nevada / Speaking Engagements / June 9 - 14, 2018

Chicago, Illinois / Speaking Engagements / May 23-24, 2018

Chicago, Illinois / McDermott Event / May 14 - 16, 2018

London, United Kingdom / Speaking Engagements / May 9, 2018

Los Angeles, California / Speaking Engagements / April 20, 2018

Manhattan Beach, California / Speaking Engagements / April 20-21, 2018

Manhattan Beach, California / Speaking Engagements / April 20, 2018

New York, New York / Speaking Engagements / March 23, 2018

St Brelades, Jersey / Speaking Engagements / March 22, 2018

New York, New York / Speaking Engagements / March 22, 2018

St Brelades, Jersey / Speaking Engagements / March 22, 2018

St Saviours, Guernsey / Speaking Engagements / March 20, 2018

St Saviours, Guernsey / Speaking Engagements / March 20, 2018

Évian-Les-Bains, France / Speaking Engagements / March 4-6, 2018

Trusts & Trustees / February 28, 2018

Washington, District of Columbia / Speaking Engagements / February 1, 2018

Sacramento, California / Speaking Engagements / January 12, 2018

New York Law Journal / January 12, 2018

Los Angeles, California / Speaking Engagements / November 15, 2017

Silicon Valley, California / McDermott Event / November 3, 2017

San Francisco, California / McDermott Event / November 2, 2017

Los Angeles, California / McDermott Event / November 1, 2017

South Bend, Indiana / Speaking Engagements / October 27, 2017

London, United Kingdom / Speaking Engagements / October 19, 2017

Chicago, Illinois / McDermott Event / October 19, 2017

On the Subject / October 12, 2017

On the Subject / October 10, 2017

Sydney, Australia / Speaking Engagements / October 8-13, 2017

Cayman Islands / Speaking Engagements / October 6, 2017

Financial Advisor / Private Wealth / September 29, 2017

Isle of Man, United Kingdom / Speaking Engagements / September 21, 2017

Santa Clara, California / / September 7 - 8, 2017

San Antonio, Texas / Speaking Engagements / August 18, 2017

London, United Kingdom / Speaking Engagements / July 6, 2017

Madison, Wisconsin / Speaking Engagements / June 25 - 30, 2017

Madison, Wisconsin / Speaking Engagements / June 25-30, 2017

San Diego, California / Speaking Engagements / June 20, 2017

Las Vegas, Nevada / Speaking Engagements / June 13, 2017

Las Vegas, Nevada / Speaking Engagements / June 13, 2017

Philadelphia, Pennsylvania / McDermott Event / June 5 – 7, 2017

Chicago, Illinois / / May 25, 2017

San Francisco, California / Speaking Engagements / May 18, 2017

Dubai, United Arab Emirates / Speaking Engagements / May 17, 2017

Philadelphia, Pennsylvania / Speaking Engagements / May 11, 2017

Bloomberg BNA Tax Management Estates, Gifts, and Trusts Journal / May 11, 2017

San Francisco, California / Speaking Engagements / May 3, 2017

On the Subject / April 27, 2017

Denver, Colorado / Speaking Engagements / April 20, 2017

International News / April 2017

San Francisco, California / Speaking Engagements / March 16, 2017

Provence, France / Speaking Engagements / March 9-11, 2017

Los Angeles, California / McDermott Event / March 1, 2017

Trusts & Trustees (UK) / February 2017

The National Underwriter Company / February 2, 2017

New York State Bar Association Tax Section / January 2017

New York Law Journal / January 13, 2017

Orlando, Florida / Speaking Engagements / January 9 - 13, 2017

On the Subject / December 6, 2016

STEP Journal / November 2016

Family Wealth Report / November 18, 2016

ALI CLE Estate Planning Course Materials Journal / October 2016

On the Subject / August 23, 2016

Trusts in Prime Jurisdictions / June 8, 2016

Trusts in Prime Jurisdictions / June 8, 2016

International News / Winter 2015

American Bar Association Section on Real Property, Trust & Estate Law / December 9, 2015

Who’s Who Legal Private Client / November 2015

/ Spring 2015

California Trusts & Estates Quarterly 2015 Issue 2 / 2015

Tax Notes, Volume 145, Number 11 / December 15, 2014

Is Chief Counsel Resurrecting The Chapter 14 ‘Monster’?

Publications / December 4, 2014

Rules to Give By: A Global Philanthropy Legal Environment Index

WealthManagement.com / November 21, 2014

The Evolving Landscape of State Income Taxation of Trusts

On the Subject / March 31, 2014

STEP Journal / May 2014

A Guide to International Estate Planning, Second Edition / January 2014

Current Rules for the United States Income and Transfer Taxation of Nonresident ...

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