Family Office & Private Trust Companies

We work with existing family offices and also provide tax-efficient family office structuring to create additional estate planning opportunities for our clients who are contemplating structures that provide them with greater oversight and certainty over their affairs.

In this regard, we assist with all stages from conception of the plan, to formation of the structure, and we continue to counsel our clients on day to day issues after the structure is put in place. Initial and ongoing support includes advice related to federal, state and local income tax planning, estate and gift tax planning, fiduciary and trust accounting issues, securities regulation and compliance with the SEC family office exemption, structuring of pooled investment vehicles, private foundation creation and administration, privacy and data protection, litigation and alternative dispute resolution, employment compliance for household and family office staff, and the hiring of local counsel to handle real estate transactions, divorces and other personal legal needs.