Susan B. Wheatley, chair of Taft’s Private Client group, is recognized in the 2019 Chambers USA High Net Worth (HNW) guide 2019. She earned a Band 2 honor.
Among her references, a client stated "She is very thoughtful, and very understanding of the client in a deep way. In the past, she was a litigator - she is able to apply her experience there to her estate planning expertise."
In addition, the guide listed Taft's Private Client group in Band 2 in Ohio and Indiana for qualities including technical legal ability, professional conduct, client service, commercial astuteness, diligence, commitment and other qualities most valued by the clients.
Wheatley works with clients on their estate and business succession planning. She helps clients create a plan that meets their intentions, safeguards assets, and passes property to family, friends and charities in a tax efficient way.
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.