We work with wealthy families across the U.S. to structure and administer family offices to derive the maximum benefit from their resources across generations.

Your family has its own unique objectives. We tailor solutions to meet them. Our experienced attorneys work with you to create an efficient structure that delivers significant tax and operational advantages while meeting the needs of your family office and its individual members. We manage investment opportunities as well as the formation, restructuring, administration and dissolution of offices, working closely with your accounting and investment professionals. Our seasoned family office team has a nationwide presence, and a deep knowledge of the issues our clients face every day.

Actionable Solutions

Our attorneys help you capitalize on today’s growth opportunities and strategize for the future. We deliver targeted advice to mitigate liability and provide for smooth generational transitions. We know the problems family offices face, and are adept at anticipating and solving them. That includes developing agreements that help prevent intra-family disputes, advising on shareholder and operating agreements for family-owned businesses and maximizing the tax benefits of philanthropic giving.

Our Services

• Structuring and dissolution of family offices.
• SEC regulatory compliance.
• Nonprofit management and charitable planning.
• Corporate governance.
• Business tax.
• Fund formation.
• Private trust company analysis.
• Business succession planning.
• Multigenerational federal estate and gift tax planning.
• Fiduciary litigation.
• Asset acquisition and protection.
• Tax deductibility planning.
• Investment structuring.
• International wealth planning.
• Real estate finance and transactions.
• Employee benefits.

Representative Work

• Serve as outside general counsel to the family office of two founders of a private investment company, providing advice on corporate tax, employment acquisitions and NDAs.
• Advised on the division of a family office with billions of dollars in assets among siblings with differing investment philosophies.
• Formed family office for a couple with billions in assets that owns a professional sports franchise.
• Advise a group of family offices that own media companies in a small Central American country along with bottling companies, fast food chains, pharma and agricultural companies throughout Central and South America.
• Serve as outside general counsel for a family office with a net worth in the billions of dollars that runs a large fast-food franchise, a real estate business, hospitality business and pharmaceutical company.
• Represented Intuitis, a New York-state based multi-family office, in its purchase and recapitalization of a majority share in Consolidated Construction Products Inc. and Culverts Inc., a regional leader in the supply of concrete, drainage and masonry products.