Amy Wilfert helps clients with estate planning and trust and estate administration in New York and Connecticut. Her clients include entrepreneurs, private equity and hedge fund principals, corporate executives and wealthy families. She helps these high net worth individuals and families achieve their objectives in the simplest and most tax-efficient manner possible. For over 20 years, she has served as a trusted advisor in cooperation with her clients' other investment advisors, accountants, insurance professionals and financial planners. In addition, Amy frequently acts as an executor or trustee for her clients and their families. She also represents individual and corporate fiduciaries, as well as charitable organizations.
Amy has served on the boards of the YWCA of Greenwich and the United Way of Greenwich. She was a member of the allocations committee of the United Way of Greenwich for a number of years. In addition, she served on the board of the Estate Planning Council for Lower Fairfield County.
Amy lives in Old Greenwich with her husband David.
Chosen for inclusion in the Chambers HNW Guide (Chambers & Partners) of recognized practitioners for Private Wealth in Connecticut, 2019-2023
Chosen for inclusion in The Best Lawyers in America (Woodward/White, Inc.), Trusts and Estates, 2010-2023, Non-Profit / Charities Law, 2013-2024
Recipient, YWCA BRAVA Award, 2009
AV Preeminent rated by Martindale-Hubbell (LexisNexis)
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