Our multi-disciplinary family office practice comprises a global team of specialists with experience advising family offices established by ultra-high-net-worth families in the United States and worldwide. Situated across the United States, Europe and Asia, our lawyers have extensive knowledge and expertise in the areas of asset management, tax and benefits, trusts and estates, employment law, charitable planning, private equity, venture capital and regulatory compliance. We collaborate seamlessly across practices and geographies to manage our relationships with clients on a truly global basis. A family office has the multi-disciplinary needs of a private company; our attorneys understand the added complexity, and responsibility of, managing wealth within a unique family dynamic.
Our clients include:
- Large U.S. and non-U.S. single-family offices;
- Multi-family offices set up by private equity firms for their managing directors;
- Multifamily offices that do not fit within the “private investor” exception under the Investment Advisers Act.
In addition, we advise not only family offices, but also the individual members of the families.
Our work falls into several categories:
Trusts & Estates
- Chambers USA
Two-time winner of Award for Excellence in Investment Funds; ranked nationally in Chambers High Net Worth Guide for “Family Offices & Fund Structuring” and “Private Wealth Law”
- Chambers Global 2023
Our firm has again been recognized in 2023 by Chambers Nationwide and Chambers Global across International & Cross-Border Asset Management, Private Equity: Fund Formation, Investment Funds: Hedge Funds, Registered Funds, Investor Representation, Regulatory & Compliance.
- Chambers USA 2023
We are the only firm ranked nationally by Chambers USA 2023 in the top two bands for each of private funds, hedge funds, registered funds and regulatory compliance
- U.S. News & World Report–Best Lawyers “Best Law Firms” Survey
Our firm has again been recognized in 2023 as a top-tier US law firm by U.S. News, with “Law Firm of the Year” in Leveraged Buyouts and Private Equity Law, and Tier 1 recognition in Private Funds / Hedge Funds Law and Mutual Funds Law.