Attorneys at Law

Family Office Advisory Services

Family Office Advisory Services

Many of our clients are highly successful international business families which have either already established a single or multi-member family office to better organize their investments and other activities or have contemplated doing so. Our law firm provides these clients with customized services, integrating our skills as private client lawyers in the fields of tax and estate planning, tax compliance, business succession and property matters with the services of the family’s other specialists in investment management, financial planning and accounting. We have dealt first hand with issues relating to family office structure, family governance and succession, and dispute resolution.

We have an extensive network of professional contacts in related fields of expertise with whom we coordinate our efforts to provide a holistic approach to the various types of legal and non-legal issues faced by the international business family.

Among our family office advisory activities include:

  • Assisting a number of international clients establish family offices.
  • Working with many internationally based family offices on complex global restructuring projects for the families and their businesses.
  • Reviewing the structure and operations of several established family offices which have sought our recommendations for improving or expanding services provided.