Top 10 Influential Private Wealth Law Lawyers in Massachusetts 2023

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Massachusetts is a hub for many legal industries, with an exciting concentration of successful law firms specializing in Private Wealth Law. This industry sector remains dynamic and constantly evolving, putting at the heart of its operations the preservation, management, and transfer of private wealth. This service is crucial for high net worth individuals who require legal assistance to secure their economic future while navigating complex legal landscapes. This article will focus on a selection of lawyers that have made significant strides in Massachusetts’ Private Wealth Law sector.

The selected lawyers have showcased high-degree skills, extensive experience, and unwavering commitment to ensuring that their clients’ wealth is appropriately managed and safeguarded. They specialize in a variety of areas, including estate planning, tax planning, trust administration, business succession planning, and philanthropic planning. The legal professionals profiled in this article are credited with providing top-notch services and embodying the ethos of their respective law firms.

Notably, each lawyer holds a unique practice method and a distinct approach to managing their clients’ requirements, ensuring their respective clients achieve their wealth management goals within the applicable legal frameworks. Each lawyer profiled in this article represents an impressive combination of prowess, dedication, and prowess in Private Wealth Law in Massachusetts.

Kimberly Cohen – Ropes & Gray LLP

Kimberly Cohen is described as a dynamo by her associates due to her extensive energy and superior intelligence. Cohen specializes in providing advice on sophisticated wealth transfer matters for high-value clientele.

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David Scott Sloan – Holland & Knight LLP

David Scott Sloan is renowned for his trustworthiness and superior advisory skills. He specializes in advising high net worth individuals on tax planning matters, and he’s a favorite among his colleagues and clients alike.

Marc J Bloostein – Ropes & Gray LLP

Marc Bloostein is renowned for advising ultra-wealthy clients on sophisticated estate planning matters. His straightforward nature and mastery of cross-border issues make him a respected figure in the legal industry.

Leiha Macauley – Day Pitney LLP

Leiha Macauley is praised for her energy, passion, and dedication to her work and clients. She assists clients with sophisticated estate and charitable planning matters and also serves as a fiduciary to family trusts.

Shari Levitan – Holland & Knight LLP

Shari Levitan is a partner at the firm and advises high net worth clients on trusts, estates, and business succession planning. Her solid reputation in New England speaks for her proficiency.

Brad Bedingfield – Hemenway & Barnes LLP

Brad Bedingfield holds significant experience in philanthropic planning for high net worth individuals. Celebrated for his intelligence and efficient communication, he is a trusted adviser amongst his clientele.

Thomas J O’Shea – Megan & O’Shea

Thomas O’Shea offers expert assistance to wealthy individuals with trust and estate administration and planning, providing personalized planning strategies tailored to the specific needs of his clients.

William Kirchick – Nutter McClennen & Fish LLP

William Kirchick is a results-oriented professional well known in the industry. Counseling clients on trusts, estates, and business succession planning, and trust and estate administration is his specialty.

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Brian Monnich – Choate Hall & Stewart LLP

Brian Monnich is known for advising on sophisticated multi-generational estate planning for high net worth clients. Praised for his excellent guidance on complicated matters, Monnich is a trusted figure in the private wealth law sector.

Jay Rosenbaum – Nixon Peabody LLP

Jay Rosenbaum leads the firm’s international private client team and holds particular knowledge on UK/US matters. He is lauded by his clients for his technical thoroughness, punctuality, and accessibility.



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