Overview

We offer integrated legal services to help wealthy families and business owners set up and manage family offices, pooled investment structures, private trust structures and foundations to accomplish their family business, investment and philanthropic objectives. Our substantial knowledge of the areas of law that apply to these arrangements has been built on the experience that comes from working with families of significant wealth for generations.

A family office can be designed to serve one family exclusively (single family office) or to serve a number of affluent families (multi-family office). Recent Dodd-Frank regulations, announced in early 2013, clarify that a properly structured single family office is not required to register with or report to the U.S. Securities and Exchange Commission as an investment adviser, but a multi-family office is not exempt and must comply with extensive registration, reporting, record-keeping and other requirements. Successfully navigating these regulations is critical to a family office’s design and success.

A family office may offer a wide range of services that go beyond investment management, including the purchase and management of homes, planes, art, yachts and other personal investments, as well as the employment of staff and caregivers to help with the family’s specific requirements. As a full-service law firm, we offer the legal resources that enable a family office to manage these activities. Our clients’ needs are our priority, and we are committed to protecting their interests and confidentiality.

We offer family offices comprehensive, customized, cost-effective guidance in the following areas:

  • Organizational structure
  • Governance
  • Succession planning
  • Employment & employee benefits
  • Finance & lending
  • Hedge funds & fund of funds
  • Immigration
  • Information privacy & security
  • Intellectual property
  • Investment management
  • Litigation & dispute resolution
  • Private equity
  • Mergers & acquisitions
  • Real estate (commercial/residential)
  • Registered investment adviser, registration & compliance
  • Regulatory compliance
  • Risk management
  • Securities
  • Tax
  • Philanthropy
  • Trusts & estates
  • Venture funds

Our Family Office group provides clients with the confidence that their family heritage can be protected and preserved for generations.