Our Practice

With decades of experience across the investment and wealth preservation spectrum, our team, rated Band 1 for “Family Office & Fund Structuring” by Chambers High Net Worth, is uniquely positioned to meet the legal needs of every increasingly complex family offices and ultra-high-value companies. net worth individuals. Our work often begins with individual or family considerations, such as tax and estate planning, and evolves into comprehensive, solution-oriented advisory roles, whether related to complex investments and transactions, regulatory matters, or risk mitigation.

Leveraging the entire firm on behalf of these clients, our multidisciplinary team provides best-in-class guidance at every stage of our clients’ business. Our approach is collaborative, business savvy and built on trusting relationships; Client confidentiality is of paramount importance.

Advisors and Personal Advisors: — Our representations of high net worth individuals and family offices are based on trust, discretion, and thoughtful advice and counsel. Clients come to us for their most transformative transactions and thorny issues, involving personal matters, family disputes, legal actions, and investigations. Since the stakes in these matters can affect personal well-being and reputation, as well as financial matters, we ensure the utmost care and a holistic approach in our representations.

Formation and Structuring: — We provide integrated and sophisticated guidance on matters related to family office formation and structuring, including innovative tax strategies. Our attorneys advised many of the early pioneers and founders of private fund managers and public and private companies, and today we continue to provide comprehensive, forward-looking advice as the industry matures.

Investment Execution: — Clients depend on us for advice on their largest and most complex transactions and partnerships, including investments, acquisitions, sales, joint ventures, co-investments, and real estate transactions, among others. We have a proud history of guiding many of the world’s most prominent founders, majority shareholders and other ultra-high net worth individuals on highly strategic matters that reflect their specialized needs.

Corporate Governance: — High net worth clients and family offices face increasing demands from various stakeholders and growing expectations of corporate citizenship and social engagement. Our high net worth clients turn to us to help them resolve their most sensitive issues quickly, effectively and holistically; We work seamlessly with our market-leading Litigation Department to help mitigate risk and reduce legal and reputational liability.

Tax and Estate Planning: — We are sensitive to the complex dynamics inherent in legal matters involving family entities and the overall goals of estate preservation and succession planning. We provide personalized boutique-level advice on a variety of tax and fiduciary and estate matters to family offices, their executives and family directors to help manage generational wealth. We also advise our clients on charitable planning and philanthropic goals.