This highly integrated and team-focused approach involves all facets of our practice and expertise. Our Private Investment Fund lawyers assist with the formation and establishment of family offices and provide counsel and guidance with respect to the regulatory issues associated therewith. Our Mergers and Acquisitions practitioners support our family office clients in acquisitions, investments, sales, dispositions and other corporate transactions and matters. Our Individual Client Services practice provides creative and effective personal, financial, charitable and tax planning to family offices, their constituents and related companies, foundations and charities. We also provide a host of other services to our family office clients, including with respect to real estate, labor and employment, intellectual property and litigation and arbitration matters.
Not only do we work seamlessly as a team among our various practice areas, we closely collaborate with investment advisors, financial planners, accountants and other professionals, enabling family offices to develop and implement appropriate and tax-effective strategies for asset management, business succession planning, and the transmission of wealth to subsequent generations.
As a full-service firm, we are in position to offer family offices a full complement of services, including:
- Add-on acquisitions
- Bank financing matters
- Business succession planning
- ERISA investment advisory services
- Family office employment, labor and employee benefits matters and compliance
- Federal, state and foreign tax matters
- Formation and maintenance of applicable entities, including family offices and trust companies
- General Counsel to family-owned businesses
- Insurance coverage analysis
- Intellectual property and data technology
- International estate and tax planning
- Intra-family ownership transfers
- Investment fund formation and analysis
- Litigation and dispute resolution
- Next generation business counseling
- Philanthropy and donor agreements
- Pre-nuptial advice and family counseling
- Private aviation purchase and fractional leasing
- Private equity, venture capital, and hedge fund investments
- Probate and estate administration
- Purchase and sale of family-owned businesses
- Real estate investments, joint ventures, acquisitions, and dispositions
- Technology solutions and data management
- SEC, DOL, FINRA and other regulatory compliance
- Securities law advice, compliance and reporting
- Trust, estate and gift planning
