Family Office Services

We currently represent several family offices and our Firm is uniquely positioned to provide ultimate service to our high net worth clientele. We are able to provide balanced and insightful advice to our high net worth and family office clients in connection with their business affairs and holdings across a vast set of legal disciplines. As “General Counsel” to our private clients, our attorneys act as the legal concierge by providing assistance with a wide array of issues, including the following:

  • Establishment and management of family offices.
  • Private equity, venture capital and/or angel investments.
  • Structured investments in real estate by way of participation in, and/or formation of, limited partnerships, limited liability companies, funds and a variety of trusts.
  • Business, real estate and commercial loans.
  • The financing, acquisition, ownership, maintenance and/or operation of luxury residential and/or investment properties.
  • Continued oversight of, and assistance with, portfolio companies and underlying investments.
  • Ongoing review and negotiation of commercial contracts and agreements.
  • Assistance with the negotiation and oversight of brand and endorsement deals.
  • Communication with all members of the wealth advisory team, including tax, business, financial and legal professionals, in connection with the development, implementation and management of wealth accumulation and preservation strategies.