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We offer legal services to help wealthy families and business owners set up and manage family offices, private trust structures, pooled investment arrangements, and foundations to realize their family business, investment and philanthropic goals.

Family offices are privately owned legal entities established by affluent families to oversee their wealth, participate in investment opportunities, plan for their families' financial future, and provide other services to family members. Families of wealth have discovered the many benefits of implementing a structured family office, including:

  • privacy and customization of their asset allocation

  • increased control

  • wealth and risk management

  • legacy planning


We represents family offices, their executives and family principals in a wide variety of complex matters. Our attorneys develop techniques aimed at protecting clients’ wealth from potential liability and in promoting clear and conflict-free transition among generations in closely held businesses. We tailor plans for family members, with consideration to business impact, tax liabilities, personal risks as well as philanthropy, insurance coverage and asset holdings.

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