Kerry O’Rourke Perri
Kerry O'Rourke Perri is a New York and Florida-qualified partner who concentrates in the area of wealth management. Her clients include family offices, individuals, trustees, financial institutions and tax-exempt organizations.
Kerry counsels domestic and international clients on the creation and administration of private trust companies, family offices and trusts, estate and succession planning, asset protection, charitable giving, issues involving special assets such as art and closely-held businesses, and related transactional matters.
Corporate fiduciaries benefit from Kerry's distinctive experience acquired while on secondment to the wealth management division of one of the world's largest banks. She serves as a trusted advisor to several of the country’s leading financial institutions on wealth management issues, complex estate and trust administration matters, and fiduciary litigation.
As part of her comprehensive practice, Kerry also represents fiduciaries and beneficiaries in trust and estate-related litigation, handles transfer tax matters, including the procurement of private letter rulings, audits, appeals and US Tax Court proceedings, and provides advice on the formation and administration of private foundations and public charities
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.
Kerry is a member of the Practical Law Trusts & Estates Advisory Board; STEP, the global professional association for practitioners who specialize in family inheritance and succession planning; the Trusts, Estates and Surrogate's Courts Committee of the New York City Bar Association; and the Real Property, Trust and Estate Law Section of the American Bar Association.
Prior to attending law school, Kerry worked as an investment banker at Morgan Stanley, where she advised health care companies on M&A and financing transactions, and at Accenture in the Office of the CFO, where she evaluated and executed strategic corporate transactions and financial projects.
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
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, Co-author
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)
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
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