Family Office & Private Wealth

Organizing and operating a family office can be a key wealth management strategy for ultra-high-net-worth individuals who want to invest, protect and grow assets through an integrated wealth strategy.

Our family offices team coordinates wealth transfer, tax planning and investment considerations under a discreet, controlled and dedicated entity. Our investment management, tax, private client services and corporate lawyers can help our clients every step of the way—from forming a single and multifamily office structure to preserving assets and investing capital, to advising on day-to-day operational and compliance needs.

Our lawyers ensure that all aspects of our clients’ investment management and wealth management work together effectively within laws and regulations by drawing upon cross-practice support.

Combining our multidisciplinary approach with the resources of a full-service global law firm, our family offices lawyers:

Advise ultra-high-net-worth individuals on establishing and operating family offices.
Assist in the formation of family office structures, including critical complex domestic and cross-border tax considerations, regulatory and compliance issues, reporting obligations with the family head’s employer, coordination with accountants and estate planners, and employment matters.
Handle every type of merger, acquisition and disposition for family offices, as well as co-investment deals involving other family offices or investors.
Provide sophisticated wealth management services around tax planning, trusts and estates, business succession, planned giving and the creation and administration of charitable foundations.
Provide support in major charitable giving efforts.
Assist family offices with real estate transactions, including construction agreements and personal property acquisitions.
Advise in the purchase, sale and leasing of boats, aircraft and art.

Provide guidance on cybersecurity, privacy and data protection unique to fund managers and investors, navigating the myriad regulatory requirements, including compliance programs, data breach preparedness and response efforts, and related investigations and litigation.