Family Office

Comprehensive Family Office Services

We understand the intricate needs and aspirations of family offices. We offer comprehensive services tailored to managing wealth, preserving legacies, and addressing the multifaceted needs of high-net-worth individuals and their families.

Our Approach:

We recognize that each family is unique, with its own set of financial goals, values, and dynamics. Our Family Office team takes a holistic approach, working closely with clients to understand their objectives and develop personalized strategies that align with their long-term vision.

Services We Offer:

It’s expensive and often impractical for smaller and medium sized family offices to set up and maintain in-house counsel, even though the nature or size of their business involves a broad array of legal compliance, concerns or issues. Even larger companies with in-house counsel may find that their attorneys are overstretched or need specialized assistance. We serve as general counsel for a number of our clients ranging from small to quite large. We also serve as U.S. counsel for foreign businesses and U.S. interests of international family offices. By being involved in the planning stages and day to day operations of our business clients, we have been able to fashion programs and procedures to proactively avoid risks and disputes. When companies are shorthanded or need legal expertise, we’ve worked alongside in-house counsel. Leveraging our significant experience in business and real estate law, our family office general counsel services are an innovative way to serve the ongoing needs of our family office clients. We can provide quicker response rates and focused legal services at a fraction of the cost of full-time, executive level in-house counsel.

• Proactive strategic legal planning and advice for management and overall strategic planning
• Maximizing the business’ legal strategies, policies, and practices, while minimizing costs
• First priority availability and response time
• Coordination of legal matters with the overall business plan and corporate mission
• Risk assessment and insurance management
• Generational ownership transition
• Corporate
• Real Estate
• M&A transactions
• Litigation
• Mediation
• Audit letters and matters
• Creditor management
• Contract negotiation
• Loan negotiation and management

We also work with family offices to navigate all stages of mergers & acquisitions and represent both buyers and sellers, including drafting and negotiating confidentiality agreements, letters of intent, and the underlying deal and post-closing documents. Our firm advises on the best structure for a business purchase or sale, tailoring the transaction to meet the client’s specific requirements. We also assist with all phases of the due diligence process.  You and your family office will receive a personalized approach designed to maximize the value of your transaction and minimize potential risks and exposures.  Our team has experience representing a wide array of businesses and deal sizes, from $120 million dollar transactions to deals under a million dollars. Our primary focus is representing medium and small-sized closely held companies.

We provide advice to owners, boards of directors, special committees, and investors who are considering strategic or financial acquisitions or divestitures. Such transactions often involve debt or equity financing and structural changes to an existing business entity or the formation of a new entity. Our attorneys have backgrounds in business, commercial lending, and management, allowing us to understand the legal aspects of a deal and understand what is at stake from a business perspective.