Family Office Services
Overview
A family office can play an important role in the integrated strategy for a family that seeks to centralize the oversight and investment of its asset base while putting in place a structure that can last for generations with safeguards to protect and grow assets. A family office can also be an important vehicle to develop and strengthen familial bonds and integrate next generations. However, this type of structure can be complicated and there is no single best practice or one-size-fits-all approach. Our experienced attorneys help clients develop or improve their existing family office and address their key concerns and priorities — to help ensure such offices run efficiently and effectively, stay abreast of best practices and opportunities, and help solve the day-to-day issues that arise in the ordinary course.
Faegre Drinker offers a wide, cohesive array of services and capabilities that are directly relevant to the needs of family offices and their principals. The firm’s integrated, cross-disciplinary teams offer holistic, bespoke solutions for the full range of family office needs, from legacy preservation and global investing to governance, compliance, and next-generation integration.
- Multigenerational Wealth and Succession Planning
- Complex Investment Structuring (PPLI, QSBS)
- Direct and Fund Investments
- Transactional and Income Tax
- M&A and Business Advisory
- Real Estate
- Fiduciary and Trust Services
- Philanthropic and Nonprofit Counsel
- Dispute Resolution
- Privacy/Cybersecurity
- International Advisory
- Employment/HR
- Family Office Structures after Lenders
- Insurance/Risk Management
