Family Offices

Family office legal counsel provides dedicated legal support to high-net-worth families seeking to preserve, manage, and transfer wealth across generations. This specialized legal service is a cornerstone of an effective family office structure—whether single-family or multi-family—and ensures that your financial legacy is protected, compliant, and aligned with your long-term objectives.

Advice to ultra-high-net-worth individuals and families could include:

• Wealth structuring and global asset protection strategies
• International tax planning and cross-border compliance
• Succession planning and governance frameworks
• Family constitutions, trusts, and private trust companies
• Philanthropy, charitable foundations, and ESG investments
• Luxury asset transactions (real estate, yachts, art, aircraft)
• Employment, immigration, and residency planning for family and staff
• Dispute resolution and risk mitigation

High-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals require legal services that are sophisticated strategically aligned with their personal, financial, and business interests. Law firms serving this clientele typically offer a suite of bespoke legal services, including customized wills and trusts, succession planning for family businesses, charitable giving and philanthropy structures, probate and estate administration, and tax-efficient wealth transfer strategies.

Mitigating tax exposure across multiple jurisdictions is also essential. Services include international tax planning; income, capital gains, and inheritance tax optimization; tax dispute resolution and representation; and CRS and FATCA compliance. Lawyers also develop strategies to safeguard personal and business assets from litigation, divorce, or creditor claims, through: trusts and foundations, offshore structuring, and pre- and post-nuptial agreements.

Family office practices also offer integrated legal support for single or multi-family offices, including advice on structuring and governance, investment due diligence, assistance with employment and vendor contracts, and regulatory compliance.

A robust family office practice can also provide advice on high-value residential and commercial real estate acquisitions and divestments, including Corporate Transparency Act filings, cross-border property transactions, title structuring and financing, and tax and regulatory due diligence.

Lastly, family office attorneys offer strategic immigration services for global mobility, such as golden visa and investor visa programs, dual citizenship advisory, and advice on compliance with global mobility, U.S. immigration planning, and tax residency rules.