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Jeff Roberts and John Hartog Share Insights on Nutter’s California Expansion in the Daily Journal
Print PDFJeff Roberts and John Hartog, the chair and a partner in Nutter’s Private Client Department, respectively, wrote an article examining why law firm combinations are rising, particularly in trusts and estates law, in the Daily Journal. In the article, “Boutiques in bloom: Why big law needs small firms – and small firms need big vision,” Jeff and John discussed why the attorneys of the former Hartog Baer, a trusts and estates boutique based in Orinda, Calif., after careful evaluation of options, joined forces with Nutter in August. The authors emphasized that when approaching succession planning, it is essential to maintain the high caliber of the team’s practice and client service.
When evaluating potential partnerships, firms should consider the depth of perspective and history a partner brings, Jeff and John noted. A long-established firm can offer continuity, stability, and institutional knowledge that benefits clients across generations. They also explained how a commitment to providing rigorous, in-depth training for associates is a distinguishing factor in the legal industry and particularly appealing to attorneys.
“As demand for experienced private wealth lawyers grows and client needs become more complex, firms that do not prioritize trusts and estates work, or fail to invest in training and client service, may miss opportunities to serve these clients fully and leverage additional practice areas,” Jeff and John concluded.
