News 05 Dec. 2024
Partner Dr. Alexandra G. Maier Recognized Again in Lexology Client Choice Award 2025, Mining Experts Category 2025
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Event 23 Oct. 2024
Counsel Mohannad El Murtadi Suleiman to Speak at the 2nd Annual Africa Arbitration Day in New York
Event 18 Aug. 2023
Partner Borzu Sabahi Speaks at FDI Moot Shenzhen
News 25 Jul. 2023
Partner Eric Gilioli Ranked in Top 10 Influential Energy & Natural Resources Lawyers in Kazakhstan in Business Today
News 09 Apr. 2024
Curtis Announces New Partners and Counsels Across Offices in Spring 2024
Client Alert 28 Dec. 2023
U.S. to Impose Secondary Sanctions on Non-U.S. Banks For Financing Russia’s Defense Industry
Client Alert 21 Apr. 2025
Argentina’s Energy Sector: A New Chapter for Project Finance and Foreign Investment
News 04 Apr. 2025
Curtis Argentina recognized for its work on Viterra Limited's US$34 billion strategic merger
News 17 Jun. 2025
Curtis Announces Dual Promotion to Partner and Counsel in Dubai
News 02 Jun. 2025
Curtis advises Al Ain Farms on two strategic acquisitions, making it the largest integrated dairy and poultry producer in United Arab Emirates
News 24 Aug. 2023
Curtis Attorneys Quoted in CoinDesk on FTX Founder Sam Bankman-Fried’s Strategy Ahead of His Criminal Trial
Client Alert 10 Jul. 2024
EU Adopts New Restrictive Measures Against Belarus
Client Alert 26 Jun. 2024
The EU Adopts its 14th Sanctions Package Against Russia
client alert
UK Supreme Court Hands Down its First Russia Sanctions-related Judgment
news
Curtis Partner John Balouziyeh Publishes Article on the Establishment of a Korean War Crimes Tribunal
Family Offices
Wealth management is a cornerstone of effective family office operations. For high-net-worth and ultra-high-net-worth families, strategic wealth management within a family office is essential to preserving capital, optimizing investment performance, and ensuring long-term financial sustainability across generations.
For families with complex, cross-border interests, wealth management is critical in Preserving generational wealth through robust governance and succession planning and maximizing after-tax returns via strategic tax structuring and jurisdictional planning. Family office practice focuses on protecting global assets through legal and regulatory risk mitigation while ensuring privacy and confidentiality in financial and legal affairs. Family office counsel also works to support philanthropic and impact investment goals while ensuring compliance with applicable local and transnational law.
A competent family office practice offers services that align financial goals with family priorities and ensures that those priorities are honored for multiple generations.
Every family has distinct values—whether focused on education, philanthropy, or financial security—and your wealth management strategy should be a direct reflection of those priorities. A financial plan should align with the family’s values: whether it’s creating an education fund for future generations or establishing a charitable foundation to give back to causes that matter to a family, a wealth management strategy should ensure the wealth works in harmony with that vision.
For high-net-worth families, wealth is often meant to extend beyond the current generation. The right wealth management strategy should take into account long-term goals, including the preservation and transfer of wealth to future generations.
If sustainability is a core family belief, they can guide in making socially responsible investments, such as ESG (Environmental, Social, and Governance) funds. Alternatively, for families with a history of philanthropy, we advise on structuring charitable contributions or setting up family foundations. Bespoke solutions ensure that financial decisions support both the wealth-building goals and the family’s broader values.
Robert W. Sheehan
Partner
Marco A. Blanco
Jeremy Miocevic
Private Client
Trusts and Estates
Tax
New York
+1 212 696 6000
Geneva
+41 22 718 3500
Dubai
+971 4 382 6100