We offer a comprehensive approach to serving family offices who have significant legal needs and oversight requirements.
Our firm can handle any matter of concern to high-net-worth persons and their families located anywhere in the world. We serve as trusted, objective to the individual needs and placing the family as the top priority. We are outside counsel, but we get to know our client’s very closely in order to identify each family office’s unique needs. We directly handle a wide variety of projects and supervise the work of others including lawyers and other professionals.
- We focus on efficiency and delivering world-class support.
- We assist in everything from the formation of the family office to it’s day to day needs.
- We assist asset managers and wealth advisors in obtaining optimal tax treatment and tax efficiency of the family office.
- We help plan for the future by offering personalized generational estate planning aiming to minimize taxes and fulfilling fiduciary responsibilities.
- We provide skilled counsel on asset financing, assignments, and transfers, including on that of rare and uncommon properties.