Family Offices, Trust funds and Estate Planning
We are positioned to meet the rapidly evolving needs of family offices, including structuring, tax and estate planning and investment activities. Our attorneys bring sophisticated wealth management services, including tax planning, the formation and administration of complex trusts and estates, business succession planning, and planned giving.
Our lawyers have extensive experience representing investment vehicles and individuals in a wide variety of mergers, acquisitions and dispositions. We have assisted family offices with real estate transactions, construction agreements, and acquisitions of all types of assets.
Our team advises family offices on their day-to-day operation and compliance needs, including coordination with accountants and estate planners, and employment matters.