Our Practice

With decades of experience across the wealth preservation and investment spectrum, our team, ranked Band 1 for “Family Offices & Funds Structuring” by Chambers High Net Worth, is uniquely positioned to meet the increasingly intricate legal needs of family offices and ultra-high-net-worth individuals. Our work often begins with individual or family considerations, such as estate and tax planning, and evolves into comprehensive, solutions-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 relationships of trust; client confidentiality is of paramount importance.

Personal Advisors and Counselors – Our representations of high-net-worth individuals and family offices are built on trust, discretion and thoughtful counsel and advice. Clients come to us for their most transformative transactions and thorniest issues, involving personal matters, family disputes, legal actions and investigations. Given that the stakes in these matters can impact personal wellbeing and reputation, as well as financial affairs, we ensure the utmost care and a holistic approach in our representations.

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

Executing on Investments – Clients depend on us for advice on their most significant and 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 prominent founders, controlling 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 are facing increasing demands from various stakeholders and rising expectations for corporate citizenship and societal engagement. Our high-net-worth clients turn to us to help them resolve the most sensitive problems quickly, effectively and holistically; we work seamlessly with our market-leading Litigation Department to help mitigate risk and reduce legal and reputational liability.

Tax & Estate Planning – We are sensitive to the complex dynamics inherent in legal matters involving family-owned entities and the overarching goals of wealth preservation and succession planning. We provide boutique-level bespoke counsel on a variety of tax and trust & estate issues to family offices, their executives and family principals to help manage generational wealth. We also advise our clients on charitable planning and philanthropic goals.