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. She is also listed as a Leading practitioner for Trusts and Estates by Euromoney’s Women in Business Law Expert Guide, 2019-2021. In 2021, she was shortlisted for Euromoney Legal Media Group’s 2021 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.