Trusted legal counsel for global family offices and investments.
Our Family Office cross-practice team has considerable expertise advising on the establishment of family offices and representing family investment vehicles in the full spectrum of their investing activities.
We employ a team approach to representing clients by drawing upon the skills of specialists in complementary areas, including corporate, taxation and trusts, securities, employee benefits and compensation, and banking and financial services.
Our uniquely collaborative multi-jurisdictional, cross-practice Family Office team provides integrated, tailored services:
Family office establishment
Family investment entities, family charters and governance
Corporate transactions, including private equity, debt and securities investments
Fund investments and investment management matters
Wealth transfer planning, including income, estate, gift and international tax advice
Intellectual property and reputation management
Real estate investments and dispositions
Banking financial regulations
Charitable activities
Disputes and conflict resolution
Residency planning and immigration issues
Employment and remuneration for family office professionals
Wealthy families around the globe are increasingly looking to manage and preserve their assets and relationships across multiple generations and countries through a “family office”. These formal or informal structures are established to:
maximize the efficient transfer of wealth to future generations;
preserve and consolidate family wealth;
promote charitable endeavors;
enhance communications; and
avoid family conflicts.
For family groups with significant assets, a family office can provide greater control over their worldwide investments and can tailor investments and asset ownership structures to the family’s specific requirements. We regularly work with single- and multifamily offices and family investment groups around the world to help them achieve these goals.
Our multi-jurisdictional, cross practice Family Office team works collaboratively with each other, with our clients’ other advisers and, most importantly, with our clients to accomplish their families’ objectives.
We apply and implement our core expertise and strengths in tax, estate planning, corporate transactions, banking and financial services, private investment funds, trusts and business succession planning.
We access our firm’s world-class Public Policy team to provide real-time advice on regulatory and legislative developments.
We work to understand our clients’ needs and objectives. We listen, and we deliver high-value advice and high-value results.
Our global family office experience includes:
establishing a wide range of trust structures, corporate and partnership structures, funds and foundations, around the world, to preserve, protect and grow family wealth; and
working with families to devise appropriate structures for creating the optimal relationship between ownership of family wealth and its effective, coordinated management.
