HIGH NET WORTH FAMILIES AND CLOSELY HELD BUSINESSES
We represent high net worth families and their closely held businesses in all aspects of the daily operations of their business, as well as their alternative investments and plans for multi-generation wealth management through business succession planning, fund formation, tax and asset-protection planning.
Beyond estate planning, high net worth families are discovering that family offices are a way to orderly transfer wealth and future investment opportunities to their next generations. We have the experience and discretion to form and operate family offices and similar intrafamily transactions and investment programs.
We provide concierge-style legal services to domestic and international high net worth families in aspects of their privately held companies, personal legal matters, business and generational succession planning, as well as structuring their alternative investments, and establishing multi-generational investment and funding programs.
If you are the patriarch or matriarch of a wealthy family and would like to establish a family office or similar structure to serve as a framework for your business, financial and personal interests, we would appreciate the opportunity to serve you.
We represent accredited investors who have alternative investments in private equity, real estate development and similar investment opportunities. Our services include due diligence, legal review of private offering memoranda or prospectuses as well as the definitive legal documents that would govern the proposed investment.
AREAS OF FOCUS
- Business Succession and Multi-Generation Wealth Planning
- Tax Planning
- Asset Protection
- Mergers and Acquisitions