2026 Legal 500 Private Client New York: Private Wealth Guide

Herrick is proud to announce that the Private Clients Department along with practice chair, Carolyn R. Caufield and partner Theresa Fortin Balducci, were selected for inclusion in the 2026 Legal 500 Private Client New York: Private Wealth Guide.

Attorneys and firms recognized in this guide "reflect the depth, complexity and sophistication of today’s private client landscape."

Legal 500 Private Client noted that "Herrick's private clients practice supports high-net-worth individuals, multi-generational family estates and trusts and non-profit organizations in matters from wealth transfer to the administration of wills and trusts. Department chair Carolyn Caufield offers experience in business succession planning and charitable giving strategies and represents clients in Surrogate’s Court litigation matters. Theresa Fortin Balducci focuses on estate and tax planning and is recommended as 'an excellent attorney.'"

An interviewee stated, "I work with Carolyn Caufield and Theresa Fortin Balducci. What makes them stand out is their thoroughness, their knowledge of the subject, in my case estate law and their patience."

One client noted that "Theresa Fortin Balducci is an excellent attorney. My personal financial and legal situation is different than most HNW individuals; she carefully assessed and understood my needs and developed an effective legal strategy."

Click here to view the 2026 Legal 500 Private Client New York: Private Wealth Guide.

When reviewing the performance of a firm or department Legal 500 uses various criteria; our focus is on the bench strength of the team (including partners and associates), and the consistency of quality of the individuals within the team.