Kerry O’Rourke Perri
Kerry O'Rourke Perri leads the Private Wealth & Family Offices practice at White & Case. Her clients include domestic and cross-border individuals and families, fiduciaries, family offices, financial institutions and tax-exempt organizations.
As part of her comprehensive practice, Kerry advises on estate, succession and pre-liquidity event planning, the creation and administration of private trust companies, family offices and trusts, asset protection, pre-immigration planning, charitable giving, the formation and administration of tax-exempt organizations, trust- and estate-related litigation, issues involving special assets such as art and closely held businesses, and related transactional matters.
Clients benefit from Kerry's distinctive experience acquired both during her 18-month secondment to the wealth management division of one of the world's largest banks and prior to attending law school. Kerry previously worked as an investment banker at Morgan Stanley, where she advised health care companies on M&A and capital markets transactions, and at Accenture in the Office of the CFO, where she evaluated and executed strategic corporate transactions and financial projects.
Kerry is a frequent writer and speaker. She is recognized in Chambers and Partners' High Net Worth guide as an Up and Coming lawyer for New York Private Wealth Law. In 2019, she was shortlisted for Euromoney Legal Media Group's 2019 Women in Business Law "Best in Wealth Management" Award and previously appeared on the shortlist for the organization's "Rising Star" in Tax award. Kerry has been quoted in The Wall Street Journal and the Financial Times on tax and wealth management issues.
Panelist, "Pre-Liquidity Planning," September 10-11, 2019, Morgan Stanley Healthcare conference, New York, NY
Panelist, "Smart Women Plan Ahead," Multiple dates in 2018 and 2019, New York, NY
Panelist, "Estate Planning Update on US Tax Reform," February 7, 2018, New York, NY
"Private Trust Company Formation," October 27, 2017, NYU 76th Institute on Federal Taxation, San Francisco, CA
Panelist, "Planning for a Rising Interest Rate Environment," April 21, 2017, ABA Real Property, Trusts and Estates Committee Spring Symposia, Denver, CO
Co-author, "Estate Planning in a Rising Interest Rate Environment: Part II," Trusts & Estates, June 2018
Co-author, "Estate Planning in a Rising Interest Rate Environment: Part I," Trusts & Estates, June 2018
Expert Q&A: The Impact of Tax Reform on Estate Planning, Practical Law The Journal, April 2018
"Understanding Grantor Retained Annuity Trusts," Practice Note, Practical Law Trusts & Estates, first published 2017 (maintained source)
States Pass "Digital Assets" Legislation, White & Case, 2016
Up & Coming, Private Wealth Law – New York, Chambers High Net Worth, 2019
Leading practitioner, Trusts and Estates, Euromoney's Women in Business Law Expert Guide, 2019
Listed in Euromoney's Women in Business Law Guide for Trusts & Estates, 2020
Shortlist nominee, Best in Wealth Management, Euromoney Legal Media Group, Americas Women in Business Law, 2019
Shortlist nominee, Rising Star: Tax, Euromoney Legal Media Group, Americas Women in Business Law, 2017-2018