Spear's has named Private Wealth Partners Kevin Keen and Kathryn von Matthiessen to its 2024 list of the Best Tax Lawyers for High-Net-Worth Individuals. The list features attorneys who are known for their ability to handle the unique needs of high-net-worth (HNW) individuals, particularly regarding significant assets, international investments and complex estate plans.
Spear's noted that Kevin is known for often acting as "a trusted adviser, receiving the first call from clients and their inner circle on significant personal and business matters." He is highly regarded for going beyond traditional estate and wealth transfer planning and having particular experience in the "affairs of international, multigenerational families, pre-immigration and expatriation planning, and structuring of foreign investments into the United States."
Kathryn was recognized by Spear's for her "sophisticated personal and estate planning for HNWs, as well as the administration of complex estates and trusts." She regularly supports foreign families with connections to the United States on "inbound" planning, helping families prepare for the tax implications of personal or professional arrangements in the States. Kathryn is known for her client service approach to addressing "dynastic" matters.
"The best tax lawyers in 2024," Spear's, September 24, 2024