Chambers USA High Net Worth (HNW) Guides 2017 and 2018 has listed Taft's Private Client Group in Band 2 for qualities including technical legal ability, professional conduct, client service, commercial astuteness, diligence, commitment, and other qualities most valued by the clients. Taft is listed in the Private Wealth Law – Ohio and Indiana firm categories.
The HNW guide is a publication specifically aimed at the international private wealth market. The guide covers private wealth management work and related specialties in key jurisdictions around the world and features in-depth editorial about the leading lawyers and law firms for wealthy individuals and families.
The guide lists Taft as having a well-regarded private client department that assists wealthy clients with a range of matters, including tax planning, estate planning and business succession, as well as representing clients in trusts and estates litigation cases. Contacted clients said "They're very professional, very easy to work with, and based on a team approach - everyone has an input" and "I trust their judgement and they've been creative in achieving what the clients would like to do.”
Susan Wheatley and Richard Kissel are honored as notable practitioners. They advise wealthy clients on trusts and other wealth transfer structures, work with owners of privately-held businesses and handle philanthropic giving, business succession and tax planning for wealthy clients.
About Chambers High Net Worth
Chambers HNW rankings and editorial draw on independent research conducted by a dedicated team of private wealth researchers, furthering Chambers' track record of providing high-class, reliable research data. The team interviews hundreds of lawyers, family offices, accountancy professionals, tax advisers, bankers, investment managers and high-end real estate agents to get a comprehensive understanding of the private wealth sector in each of the jurisdictions covered.