Comprehensive Services for Family Offices
As a family office, you are dedicated to the preservation of the assets and legacies of your constituent families and their multigenerational, closely-held businesses. As such, you need attorneys experienced with family offices who understand your business and personal financial goals, your philanthropic objectives, your business operations and industry, and your family dynamics.
The attorneys of our Family Office team offer integrated legal services across multiple practice areas to assist high-net-worth families and business owners to structure and manage family offices, holding company structures, pooled investment structures, private trust structures and foundations to accomplish family business, investment and philanthropic objectives.
We are your single, centralized source for oversight and management of your family office’s legal world, with the knowledge, dedication and experience to help you maintain and grow what you have worked so hard to create.
A key advantage of working with our firm is our ability to provide a fully coordinated, multidisciplinary approach that includes attorneys carefully hand-selected from throughout our firm based on what we know about you, your business industry, your needs and your preferences. While our team resides in our tax section because so many of your questions and planning and transactional needs have tax implications, our Family Office team serves as a hub for handling your needs far beyond tax.
We build a customized core team that has you covered no matter what the need. For example:
We understand that even a full-service law firm such as ours can’t assist you with everything, so an important part of our job is to help you find other resources that are a perfect fit. Because we come to know you so well and because of our many connections in the areas we serve, we can advise you on selecting other professionals, such as life insurance agents, investment bankers, accounting firms and more. We coordinate closely with these outside resources – only people we know well and trust – on an ongoing basis to ensure that they understand your needs and become valued members of your service team.
We never want you to hesitate to call. Too often, clients fear the hourly fee they will incur and do not pick up the phone. We offer alternative fee arrangements that provide complete predictability, so you need never hesitate to call.